Creating a general report

The first step is to create a general report in the Infor Operations and Regulations Reports Manager.

  1. Select System > Agency Personalization > Reports Manager.
  2. Right-click the General Reports node in the Reports Manager tree and select Add a report on this page.
  3. Click the New Report node that is displayed under the General Reports node.
  4. Specify this information:
    Display Text
    Specify a name for the report.
    Report Type
    Select Crystal Embedded.
    Business Object Component
    Specify the component moniker.

    The component will be needed in a later step.

    Report Output
    Select Portable Document (PDF).
    Report Location
    Specify the location for the report output.
  5. Click the Parameters tab and specify this information:
    Connectivity
    Select Infor Operations and Regulations Database.
    Component List Parameters
    Specify any report parameters
  6. Click Save.