Configuring 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 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
    Select IDM Document Output.
    Report Output
    Select the file type for the report output. You can select PDF, DOCX (for a Microsoft Word document), or HTML (to email the report).
    Email Method
    To send the IDM document output report in an email, select Body. You must also select HTML from the Report Output list.

    See Email output for IDM document output reports.

    Email Component
    Specify the component that will be used to get the email address that a report should be sent to. For example, a building application report might use the email address of the primary applicant.
    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.
  4. Add parameters to the report.
    Component list parameters are required for IDM document output reports because they specify the data to include in the report.
  5. Click Save.