Editing an IDM document output report

IDM document output reports use Infor Document Management's document output feature to generate PDFs based on the parameters that you specify and a Microsoft Word document that is used as a template. Additional setup is required in Infor Document Management.

See IDM document output reports.

  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. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    Select IDM Document Output.
    Document Type
    Specify the document type of the template.
    Template Name
    Specify the name of the template in Infor Document Management that is used to generate the report. The template is a Word document that defines the structure and content of the report. The name is specified in the Template Name field in the document properties in Infor Document Management.
  5. Add parameters to the report.
    Component list parameters are required for IDM document output reports because they specify the data to be included in the report.
  6. Click Save.