Adding a report to the Infor Reports page

The Infor Reports page provides access to a collection of preconfigured reports. Use the Infor Reports node in the Reports tree to configure the reports that are shown.

Note: The Infor Reports node is only shown in the Reports tree if the Infor Reports Page feature toggle is enabled.

Under the Infor Reports node has a child node for each item in the main menu, such as Asset Management, Inventory, Resources, and System. The Infor Reports page is accessible from each menu item for which reports are enabled.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, expand the Infor Reports node.
  3. Right-click a node under the Infor Reports node, such as Customer Service, and select Add a Report.
  4. Click the New Report node and edit the report as required.
    See Report types.