Creating a custom report version

Use these instructions to leverage existing reports to create a custom report.

  1. Open the Infor-provided report in Birst Visualizer or Designer.
  2. Select Save As and select the \shared\Custom Reports directory.
    Subfolders can be created in this directory to better organize your custom reports. We recommend you assign a prefix to the name of the report. For example, MYCO_[report name].
  3. Make any changes and then save the custom report.
  4. Change the report links on your custom dashboard to the new custom report in the \shared\Custom Reports directory.