Adding a general report

General reports are made available for Infor Operations and Regulations correspondence processes rather than being attached to specific pages. After adding general reports in the Reports Manager you can use them for specific correspondence processes in Correspondence Process Setup.

See "Correspondence" in the Infor Operations and Regulations User and Administration Library.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, right-click the General Reports node and select Add a Report on this page.
    Infor Operations and Regulations adds a New Report node under the General Reports node.
  3. Click the New Report node and edit the report as required.
    See Report types.

    For most reports types, the settings that you will see when editing a general report are different than the settings that you see when editing a standard report. For example, the Set as Default Print for this Page and Use for Lookups Only check boxes are not available for general reports.

    If the general report is a Birst, Crystal embedded, Crystal Enterprise Server, IDM document output, Infor Reporting, or SSRS report, you must use the Business Object Component field to specify the component that provides the report data. This is necessary because a general report isn't connected to a specific page.

    If the general report is an Infor Reporting report, the API Gateway Credentials field is also shown. You must specify the credentials that will be used to access the report in Infor Reporting. Use the drop-down list to select a set of credentials that is defined in the global report settings.

    See Configuring an Infor Reporting report.