Jump to an Application Studio report from the Ad-hoc Report widget

You can jump from the Ad-hoc Report widget directly to an Application Studio report. The enhancement improves navigation, supports consistent data context, and streamlines analytical workflows.

You can move from data exploration in the Ad-hoc Report widget to detailed Application Studio reports without manual navigation. Filters and selections from the Ad-hoc Report transfer to the Application Studio report, where they are used to ensure consistent results.

You can create and manage custom shortcuts in the Ad-hoc Report widget. Each shortcut opens a specified Application Studio report that supports defined business needs. You can access shortcuts through the global toolbar, through rows, through columns, or through individual values. You can access required reports faster because the shortcut reduces navigation steps.

You can configure and analyze complex business scenarios because Application Studio and Ad-hoc Report use the transferred context inside the Infor EPM platform.

Adding an action

Before you can jump from the Ad-hoc Report widget to an Application Studio report, you must add an action.
  1. In Ad-hoc Report, create a report.
  2. In the global toolbar, select Actions > Add Action.
  3. In the Add action dialog box, specify this information:
    Action Name
    Specify the action name.
    Description
    Optionally, specify the action description.
    Application Name
    Select an application.

    You can access reports across applications within the same tenant.

    Report Unique Name
    Specify the unique name. Find the report unique name in the Application Studio report catalog.
  4. In the Action available for section, keep these default-selected check boxes selected or, if needed, clear them:
    • Report: When selected, the action is available under the Actions option in the global toolbar.
    • Elements: When selected, the action is available in the contextual toolbar for every element in the data grid.
    • Values: When selected, the action is available in the contextual toolbar for every value cell in the data grid.
  5. Click Save.

Managing actions

  1. In the global toolbar in Ad-hoc Report, select Actions > Manage Actions.
  2. In the Actions dialog box, select an action from the list.
  3. To modify the action, click Edit.
    Note: The Edit option is not available when you select multiple actions.
  4. To delete the action, click Delete.
  5. Click Close.