Adding a general report

General reports are made available for Infor Public Sector correspondence processes rather than being attached to specific pages. After adding general reports in the Reports Manager you can use them for specific correspondence processes in Correspondence Process Setup.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, right-click the General Reports node and select Add a Report on this page.
    Infor Public Sector adds a New Report node under the General Reports node.
  3. Click the New Report node and edit the report as required.
    See Report types.

    For most reports types, the settings that you will see when editing a general report are different than the settings that you see when editing a standard report. For example, the Set as Default Print for this Page and Use for Lookups Only check boxes are not available for general reports.

    If the general report is a Birst, Crystal embedded, Crystal Enterprise Server, IDM document output, or SSRS report, you must use the Business Object Component field to specify the component that provides the report data. This is necessary because a general report isn't connected to a specific page.