Adding custom reports

You can add custom reports in the Financial Reporting Home page to access all financial reports in one place.

Create a report or copy an existing report in Application Studio with Financial Reporting 2023.08.00 or higher.
In Application Studio, select Report Catalog > FSM Application > Reports > GL Reporting > Financial Reports > Additional Reports.
1. To create a report, right-click the Additional Reports folder and select New > Report.
2. To copy or move an existing report to the Additional Reports folder and specify changes:
  1. Right-click the report and select Copy.
  2. Select the Additional Reports folder.
  3. Right-click and select Paste.
Update the gl_AdditionalReportsCFG custom setting to add report parameters for the Financial Reporting Home Page. Select Accessories and click the Custom Settings folder. Specify the report parameters into the gl_AdditionalReportsCFG variable.
For example,
Definition of properties:
- Caption – report name that is displayed in the home page
- Description – description of the report that is displayed in the home page
- Image – the default value is gr_LedgerCustomReport. You have the option to upload a custom image and use a unique name.
- reportUN – unique name of the newly created or copied report. To check, right-click the report and select Properties. In the General section, the unique name of the report is defined.
- dashboardUN – the default value is gl_FinancialReportingWorkbook. You can create a dashboard and use a unique name.