Configuring a formula report

A formula report uses an agency-defined formula to generate the report output.

See Formula reports.

  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
    Specify the name that is displayed for this report when the Reports button is clicked.
    Report Type
    Select Formula.
    Run as Batch Manager Task
    Select this check box if you want to run the formula report as a task in the Batch Manager. Use this option for more complex reports that might take longer to run.
    Prompt for Confirmation
    Indicates whether the system will show a prompt asking the user to confirm that they want to run the report. The prompt indicates that the report will be sent to a potentially large number of recipients.
    Run Message
    Default message to show at the top of the page in Infor Public Sector when the report is run. A message can also be specified in the report formula.
    Formula
    Enter the formula that the report is based on.
  4. Add parameters to the report as required.
  5. Click Save.