Exporting a report to a custom folder in Infor Document Management

You can create custom folders in Infor Document Management to store, manage, and organize your financial reports that are exported directly from Financial Reporting

  1. In Infor Document Management, click Control Center
  2. On the Control Center page, in the Administration pane, select Document Type.
  3. On the Document Type page, click New Document Type.
  4. Specify this information:
    Display name
    Is filled in by default. Specify a unique name of your folder.
    Name
    Specify Visibility_in_EPM.
    Document title
    Select Filename.
    Index Attributes
    Select Visibility in EPM.
  5. Select the Use case sensitive LIKE check box.
  6. Click NEXT.
  7. Select the Public check box.
  8. Click Done.
  9. In Financial Reporting, select the report to export.
  10. Click Export and select Export to PDF > Store to IDM.
  11. In the Store to IDM dialog box, select the custom folder that you created in Infor Document Management.
  12. Click Store Report.
  13. To access the exported report, open Infor Document Management and select Recently Modified or search for your custom folder by document type in the Search Document Management field.