Infor reports and dashboards are saved in Catalog folders.

Infor-delivered Collections, Dashboards, and Reports are saved within the \Shared\HCM Infor\catalog directory. This path is subject to overwrite during a CU, thus all custom content should be saved to the appropriate directories.

We recommend that all custom content is saved outside of the \Shared\Infor HCM\ directory as this directory and sub-directories may be overwritten in a future update.

The Report Catalog table highlights the appropriate file locations for all custom content.

Path Used by Purpose
Private/YourUserID Individual User

Objects saved to this directory that are only visible to you. Collections, Dashboards and Reports that you make Private are automatically saved in this directory. The Private dashboards displays a padlock image to the right of the dashboard name in the navigation menu. Other users do not see your private dashboard’s name in the navigation menu.

Objects that are made Private can be made Public at a later time.

\Shared\Custom HCM Reports\ All custom content creators This directory is available for all custom reports. Sub-directories can be created here to support preferred organizational structures, i.e. by collection, subject, etc.
\Shared\ Infor and custom content creators All custom collections should be saved in this location.

\Shared\Infor HCM\

and all sub-folders

Reserved - Infor Only Infor-delivered content. All content within this directory is subject to overwrite during a Customer Update.
Note: Each report/dashlet on a dashboard is referenced by the report’s file path location. If any part of the report path or file name changes or if the report is moved, the link to the report is broken and the dashboard displays an error where the report previously appeared.

We recommend that you save custom reports in the \Shared\Custom HCM Reports\ directory or sub-directory and not within a collection folder. If a collection folder is part of the report path and if the collection name is changed, all of the reports within the collection will have broken links.