Configuring 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.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you are editing and click the report node.
  3. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    FileSystem.
    File
    Specify the path and name of the file that you want.
  4. Click Save.