Adding reports

  1. In Business Modeling, select Custom Extensions > Sub Plans.
  2. Click the name of the sub plan to which to add reports and click the Reports tab.
  3. Click Add.
  4. Specify this information:
    Name
    Specify a report name of up to 20 characters.
    This name, or its translation, is displayed in the sub plan's navigation.
    Translate Name
    Optionally, specify a translation of the report name in one or more languages.
    Translations can be more than 20 characters.
    Description
    Optionally, specify a description of the report.
    Show
    Optionally, to include the report in the navigation, select Show.
    Application Unique Name
    Select the custom application from which to add the report.
    Report Unique Name
    Specify the unique name of a report to add from selected application.
    Section
    Select the heading under which to display the report in the Infor EPM navigation. These headings are available:
    • Configuration
    • Data Entry
    • Data Transfer
    • Reporting
  5. Click Add.
    The List of Custom Reports shows the new report in the specified location in the navigation structure.
  6. Click Save.