Adding External Reports
The system lets you add or edit external reports from the Reports screen. Right-click and choose Add External Report to open the External Report Details screen.
Enter a name for the report you are adding. This is a mandatory field.
Enter a description for the new report.
Enter a new category or use the look-up to choose the appropriate category for the new report. This is a mandatory field.
Enter a unique code for the report, if required.
Procedure to Run
Choose the procedure through which you want to run this report by specifying the path to an executable program file. This is a mandatory field.
Note: The Procedure to Run field appears populated if you open the External Report Details screen by saving from a report display.
Use the look-up buttons to choose access rights to the report you are adding. Type asterisk (*) to give access to all user groups.
Menu Object Key
Select this check box if you want to access the report from some other module in the CRM menu. Use the look-up to choose the alternate modules.
Make available this Report from
Select this check box if you want to access the report from some other screens in the system. Use the look-up to choose the screens.
It is recommended that you keep this check box selected to reduce the time taken to load reports.
External Report Details
Save the record to list the new report in the Reports screen under your chosen category. You can now run, edit, or delete it like any other external report.