To Create a Selection Editor Staff Ad Hoc
On the Index go to Ad Hoc Reporting > Filter Designer.
Under Create New use Selection Editor for Filter Type and Census/Staff for Data Type, then click on Create.
Give the Ad Hoc a name. Under People Search…
If the correct name does not display, click on Back to Search, otherwise click Add.
Save to the User Account or a User’s Folder or a User Group (this example is for DIMT Notifiers), then click Save.
To Edit an Existing Selection Editor Staff Ad Hoc
On the Index go to Ad Hoc Reporting > Filter Designer.
Search for Ad Hoc. If it is in a group, scroll down to the double heads, then click on the plus (+) sign to expand the group.
Highlight the Ad Hoc and click on Edit below the box.
Based on what needs to be done people can be removed or added. To Add just do the same steps as when creating the Ad Hoc. To remove, find the person’s name and click on Remove. All people can be removed at once.
When finished, click Save.