The Ad Hoc Report Builder will allow you to query assets across all of your active companies - giving you insights into stack alignment or any combination of data sets. You can even search a subset of clients if you want to focus the output on those with upcoming reviews. 

You can access the Ad Hoc report builder from the left hand navigation.

asset ad hoc menu


As you choose your filter criteria, you will note the number of asset results in the center of the screen. This allows you to quickly preview the number of results while saving time from downloading the report before you have filtered to your desired list.


asset ad hoc reporting selections


Here is a quick demo of 3 use cases that show the value and functionality of the Ad Hoc report tool.