Report Management

Report Management is the view administrators use to:
  • Activate or deactivate reports
  • Edit report titles and descriptions
  • View categories
  • Perform rebuild actions if needed
Note: Some features described here are available only for Report Catalog.

The Report Definitions tab lists all reports available to the organization in the Report Catalog.

The Report Categories tab shows report categories and sub-categories. Categories can be used to filter reports when searching.

Changing the title or Description of a report

On the Report Definitions tab, administrators can change the name of a report and its description without having to configure it.

From Administration Console > Report Management, locate and select the report that you want to change. Access the Options menu or right-click and select Change. On the Update Report Name And Description dialog box, you can specify a new name for the report and add or change the description.

Deactivating (or reactivating) a report definition

If you are required to remove a report from the Report Catalog, you can deactivate it. When a report is deactivated, it cannot be viewed until it is reactivated. A deactivated report continues to display on the Report Management Report Definitions tab.

With the report definition selected, select the Options menu or right-click and click Deactivate.

When a report is deactivated, an icon displays next to the report name.

To reactivate a deactivated report, select the report definition. Select the Options menu or right-click and click Activate.

Reassigning report owner

For reports that have been created by a user at your site, adminstrators can reassign the owner of a report. This option does not apply to delivered reports.

With the report definition selected, select the Options menu or right-click and click Reassign Report Owner. On the dialog box, select the user who should become the report owner.

Populate Report Definitions

The Build/Rebuild action verifies the contents of Report Catalog to make sure they are up-to-date. Typically, customers are not required to run this action. The Standard Update action is run by Infor when a new Service Release (SR) is delivered.

Build/Rebuild is primarily used at a customer site to fix errors and could have unintended consequences. In general, customers should not run the action without guidance from Infor. If an Infor employee recommends running a Build/Rebuild action, follow their instructions. The information about how to run the action is included to assist with that purpose.

To run Build/Rebuild, select the action from the Populate Report Definitions tab. On the dialog box select the type of build.
  • Standard Update: Determines if any report definitions are missing, for example, newly created reports, and adds them. Standard Update does not overwrite names or desriptions that were changed by the customer.
  • Force Update: Overwrites existing data. This includes names and descriptions that were changed by the customer.
  • Full Rebuild: Deletes existing data and rebuilds all report definitions, excluding external types.
    Note: "External types" are reports that are produced outside of Landmark, for example, EPM.