Reports that are run from various screens in the system (Events, Accounts, etc.) display in a report list for that particular area of the system. When you add a new report, you need to add the report to the appropriate report list for it to be available to users.
To determine which report list you need to add your report, follow the below steps:
- Navigate to the screen which contains the Report List you want to add your report.
- Right-click and select Reports -> Reports. Make note of the name of one of the existing reports (for example, Event Agenda on the Event Reports List).
- Click the Report Master screen from the Main Menu. The Report Master page opens.
- Select the report you noted in step 2.
- Right-click and select Edit. The Edit Report Master window opens.
- Expand the Report Lists section, if necessary. The tab displays the report lists assigned to the report.
You can now add your report to the report list(s) identified in step 6.
- From the Report Master, select the report to be added to the report list.
- Right-click and select Edit. The Edit Report Master window opens.
- Click Manage Report Lists in the Report Lists section. A window opens with the available report lists.
- Locate the report list in the Available panel.
- Click the green plus sign next to the report to move it to the Selected section. You can add reports to multiple report lists if necessary.
- Click Save.
Comments
6 comments
Just wondering when the ability to limit an Event Report to specific Categories, Classes, Types, Ranks, Status Range, and Accounts will be available in v20? We are still forced to maintain the Reports List assignments in v19 to set these values.
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Hi there!
Still looking for an answer to the above. Zak's question about report groups reminded me of this missing functionality in v20.
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Hello - under "Manage Report Lists", what part of the system corresponds to the "Menu Reports" report list?
Zak.
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Hi Zak,
If I understand your question correctly, I think you need to be looking at Custom Reports and Links with an Execution Mode of Report (rather than Reports Lists)
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Sean - thanks for trying to decipher!!
I'm talking about the Report Lists section of a report's edit window, in the Report Master: Under "Manager Report Lists" there, "Menu Reports" as an option of a list under which a report can appear. But what report list is "Menu Reports"? (i.e. if User Reports is list of reports accessible from a User item in the Users window, then what/where is "Menu Reports"?...)
Or am I misunderstanding your answer?!
Zak.
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Ah,
Good question. No idea!?!
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