You can add reports to the Main Menu so users do not have to navigate to a particular screen to run a report. From the Main Menu, the only report parameter that is automatically passed is @Organization. If there are any other parameters needed, the report must use a prompt so the user can enter parameters.
To add a report to the Main Menu:
- Click the Custom Reports and Links link from the Main Menu. The Custom Reports and Links screen opens.
- Click the Add button. The Add Custom Report or Link screen opens.
- Enter the necessary information:
- Description - Name of the report to display on the Main Menu.
- Display - Select On Main Menu.
- Module Group - Select the module grouping the menu option displays under. The selected value in the Module Group determines the options displayed in the Module drop-down.
- Module - Select the module the menu option displays under.
- Execution Mode - Select Report. Selecting this option displays the Report field.
- Report - Select the report to run from the Main Menu.
- Sort Sequence - Order the report displays on the Main Menu.
- Expand the Advanced section.
- Select the desired access for the report link:
- Only One User - The link is only available to the user selected in the User drop-down.
- Everyone - The link is available to all users.
- Users and Roles - The link is available to the users/roles selected in the Roles drop-down.
- Click OK.
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