Add a Report to the Main Menu

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:

1. Click the Custom Reports and Links link from the Main Menu. The Custom Reports and Links screen opens. 
2. Click the Add button. The Add Custom Report or Link screen opens.
3. 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.
4. Expand the Advanced section.
5. 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.
6. Click OK.