Defining report options

To define options for specific users and specific reports:

  1. Open the Report Options form.
  2. Specify this information:
    User
    Specify the user ID to which these report options apply.
    Task Name
    Specify the name of the task to which these options apply.
    Output Format
    Select the format to use for report outputs for this user or task.

    If you select the Printer or Cloud Print output format, the Printer Name field is enabled.

    Note: This option overrides the format specified in the Intranets form.
    Printer Name
    Specify the name of the printer to use when the designated user submits the specified report.
    Note: In an on-premises environment, this printer must be defined as a network printer and must be configured on the server where TaskMan is installed. Also, the user ID set up as the owner of the TaskMan service must have print privileges for each printer defined here.

    For a multi-tenant cloud environment, the printer must be registered in Infor Document Management (IDM) or Google Cloud Print (GCP).

    Paper Size
    Specify the size of paper to use when printing the report output.
    Output Directory
    Specify an output directory for a specific report output profile.
    Note: This option overrides both the TaskMan Path on the Intranets form and the Report Output Folder specified on the Sites or Sites/Entities form.
    Report Theme
    Optionally, select the theme to use when generating the report.
    Email Notification
    Select whether or not an email notification is sent to this user when this report is processed and generated.
    Attach Report
    Select whether or not a report is attached to the email notification.
    Auto View
    Select this check box to automatically display printed reports in either a web browser or in the Report Viewer form.
  3. Click Save.
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