Adding a report template

You can use the Purpose (PR) (alpr_purpose) table to specify a value to display in the lists of purposes in the Line Items tab.

  1. Click the Data tab.
  2. Select Report Template and click Show Tab. The Report Template screen is displayed.
  3. Click New. The Search for Report Template / New Report Template screen is displayed.
  4. Specify this information in the Primary Information panel:
    The name of the report template.
    The name of the Infor Reporting report.
    The status of the report template. The status can be Active or Inactive.
    External Key
    A unique external ID of the report template, if required.
  5. Specify this information in the Additional Information panel:
    The description of the report.
    Indicates whether the report is added as a customization.
    Custom Path
    The location of the report. Standard reports are in the 'Infor Reporting/Expense Management/XM_REPORTS' folder.
  6. Click Add in the Membership section, if required, and add the data groups.
  7. Click Save to add a report template and save the data.