> ## Documentation Index
> Fetch the complete documentation index at: https://syteca.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate Ad-Hoc Reports

> Generate one-time Syteca reports for any time period using the Report Generator — pick a report type, set filters, and download the result in PDF, Excel, CSV, or other formats.

The **Report Generator** generates one-time reports manually for any time period — useful for investigations, evidence requests, or any time you need a specific slice of data instead of a recurring email. For reports that should run automatically on a schedule, see [Scheduled reports](/docs/session-monitoring/reports/scheduled-reports) instead.

<Note>
  Ad-hoc reports can only be generated by a user with the [administrative Viewing Monitoring Results permission](/docs/administration/users/administrative-permissions). Only Clients you have the [Viewing Monitoring Results permission for Clients](/docs/administration/users/client-permissions) for are available.
</Note>

## Generate a report

<Frame caption="The Report Generator — pick a report type and instantly see its description and a sample preview before generating.">
  <img src="https://mintcdn.com/syteca/ZVta4JfIcSnC47NX/images/session-monitoring/reports/report-generator.png?fit=max&auto=format&n=ZVta4JfIcSnC47NX&q=85&s=578fba5060d0193e978d1f71a2dd7ce7" alt="Report Generator tab with report type selection on the left, sample preview on the right, and Download PDF Sample button" width="1913" height="1065" data-path="images/session-monitoring/reports/report-generator.png" />
</Frame>

<Steps>
  <Step title="Open the Report Generator">
    Sign in to the Management Tool and click **Reports** in the left navigation. The **Report Generator** tab is shown by default.
  </Step>

  <Step title="Select the report type and format">
    In the **Report Type** section, pick the [type of report](/docs/session-monitoring/reports/overview#report-types) and the file format.

    <Tip>
      When you select a report type, its description and an example image appear in the pane on the right. Click **Download PDF Sample** in the bottom right to download a complete sample report of that type.
    </Tip>

    <Note>
      Only one report type can be generated at a time from the Report Generator. (For multiple report types in one workflow, use a [Scheduled Report rule](/docs/session-monitoring/reports/scheduled-reports) — even if you only run it manually.)
    </Note>
  </Step>

  <Step title="Set the time period">
    In the **Date Filters** section, choose:

    * **Within the last** *(N)* **hours**, **days**, or **weeks**, or
    * **Between** a start date and an end date.
  </Step>

  <Step title="(Overtime / Outside Work Hours reports only) Set work hours">
    For the **Overtime Work Grid** and **Sessions Outside of Work Hours Grid** report types, the **Work Hours** section appears. In **Generate For**, pick which days of the week to include, then define the work hours for each day. All time worked outside those hours will appear in the report.
  </Step>

  <Step title="Select Clients and Client groups">
    In the **Clients** and **Client Groups** sections, click **Add** in each. In the pop-up, find the Clients and groups you want to include and select their checkboxes, then click **Add**.

    <Tip>
      Use the **Search** box to find specific Clients by name. Only Clients you have permission for are listed.
    </Tip>
  </Step>

  <Step title="Select users">
    In the **Users** section:

    * Leave **Any** selected to include all users' activity, **or**
    * Move the toggle to the left, click **Add**, search for and select specific users, and click **Add**.

    <Note>
      Only users whose activities have already been monitored are listed.
    </Note>
  </Step>

  <Step title="Choose who can download the report">
    In the **Who Can Download** section:

    * Leave **Any** selected to allow all users to download the report, **or**
    * Move the toggle to the left, click **Add**, search for and select specific users, and click **Add**.

    This controls who sees the **Download** icon on the Generated Reports tab once the report is built.
  </Step>

  <Step title="Generate and download">
    Click **Generate Report** at the bottom of the page. In the **Generation in Progress** pop-up, click **Open Generated Reports**.

    On the [Generated Reports](/docs/session-monitoring/reports/overview#the-generated-reports-tab) tab, the new report appears in the top row. Once its status changes to **Finished**, click the **Download** icon next to it to save the file.
  </Step>
</Steps>

<Note>
  Generating a report for a long time period across many Clients can take several minutes. The report request runs in the background — you can navigate away and come back to the Generated Reports tab later.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Reports overview" icon="file-text" href="/docs/session-monitoring/reports/overview">
    All 28+ report types, export formats, and the Generated Reports tab.
  </Card>

  <Card title="Scheduled reports" icon="calendar" href="/docs/session-monitoring/reports/scheduled-reports">
    Recurring reports emailed automatically on a schedule.
  </Card>

  <Card title="User Activity Dashboards" icon="chart-pie" href="/docs/session-monitoring/dashboards/user-activity-dashboards">
    Live, interactive views for exploration before deciding what to report on.
  </Card>

  <Card title="Audit log" icon="scroll-text" href="/docs/administration/audit-log">
    The administrator-action log surfaced in the Audit Session Grid report.
  </Card>
</CardGroup>
