Editing a file system report

A file system report is any report or other file that is stored in a specified location within your file system. Note that the file might not be a report. You can make any file that you choose accessible through either a Reports button or a Documents button on any page in Infor Public Sector. To add the file to a Documents button, select the Show under Documents Button check box.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you want to edit.
  3. Click the "Report" node.
  4. In the Display Text field, type the name that will be displayed for this report when the Reports button is clicked.
  5. Select FileSystem from the Report Type list.
  6. In the File field, type the path and name of the file you want.
  7. Specify any other information about the report.
    • If you select Set as Default Print for this Page, Infor Public Sector will print the report when you click the Print button on the selected page.
    • You can use the Access ID field to specify the ID for the permission in Access Control that users will require to view the report.
    • You can use the Formula field to specify a formula that calculates whether the report is added to the page.
    • You can use the Required Component field to specify a business object property that must be populated for the report to be available. For example, if you are editing a work order report, you might specify WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
  8. Click Save.