Adding a custom report to a workbook

  1. Start Infor EPM business applications.
  2. Select Business Configuration > Configuration Set-specific Settings > Workbook Wizard.
  3. Click New Workbook.
  4. Select the workbook type.
  5. Specify a name for the workbook and click OK.
  6. Click the Wrench icon to open the Tabs Configuration dialog box.
  7. Click Add Custom Report. The report must be configured before it is used.
  8. Click Link Report.
  9. Specify the unique name of the custom application and the unique name of the report separated by the backslash character. For example, CustomApp\CustomReport.
  10. In the Type column, click Select.
  11. Select the workbook type and click OK. For example, if you select Decision Package, the report is only visible for Decision package workbooks. If you select Global, then all workbooks with tabs can include the report.
  12. In the Active column, click Inactive to toggle the report to Active.
  13. Click SAVE.
  14. Click Add tab to add the report to the workbook as a tab.
  15. Specify a name for the tab and select the report type.
  16. Optionally, click and drag the dotted box in the Order column to move the tab to a new position.
  17. Click CLOSE.
  18. Complete the workbook and workflow configuration.
Related topics
  • Creating a copy of a report
  • Report parameters and dashboards