Working with the Reports tab

Use this tab to:

• Search for a scheduled report.
• Schedule a report
• View the details of an existing report

  To view the details of an existing report displayed on this page, click the desired link in the Report Name column. The report is displayed in the format specified while scheduling a report.

• Share scheduled reports
  1. Select the report to be shared by selecting the check box next to it.
  2. Click the Share icon. A pop-up window displays the list of Infor Risk & Compliance  users.
  3. Type in the name of the user in the autosuggest text box or click the Browse icon to browse for a user. Select the required user and click OK. The selected user will appear in the Users field.
  4. Click Save and Close.

     The Share icon displayed next to the report indicates that the report is shared.

• Unsubscribe users from reports
  To unsubscribe users with whom reports have been shared :

  1. Select the check box next to the shared report from which a user needs to be removed.
  2. Click the Share icon.
  3. The list of Infor Risk & Compliance users who share the report is displayed.
  4. Select a user to unsubscribe.
  5. Click the Remove icon.

  It is also possible to unsubscribe users from the Reports tab page.

• Download scheduled reports
  The Reports tab enables you to download a report in case you need to share the downloaded reports with other users. To download a report:

  1. Select the check box next to a required report and click the Download icon. This displays the File Download window which enables you to save the selected report at a specified location.
• Delete scheduled reports.
  If you delete a report, the data in the database relevant to the report is also deleted. To delete scheduled reports:

  1. Select the desired scheduled report.
  2. Click the Delete icon. The report is deleted from your Inbox.
  Note:  To delete a report, the signed-in user must have one of the following roles assigned:

  • Administrator
  • Business Process Owner
  • System Manager
  • Report User
  • A custom role that has the delete privileges

  The reports count displayed on the navigation bar and on the Reports tab will be updated after the signed-in user schedules a new report or view the details of an unread report.