How to Easily Find/Run a Customized Report in RecTrac 3.1
Problem
We need a more intuitive way for our users to find the report they want to run. Example, Joe User has created a 'Global Bottom Line Report' but can't remember what report criteria screen title or primary table he linked it to. Any ideas?
Solution
Create a menu button for the report instead of using the 'All Reports' screen.
1 Go to Management > System > Menu Management.
2 Click Add to create a menu with the Menu Design that's linked to user(s) you wish to allow to run this report. If you already have a menu in the datagrid with this Menu Design, click Change.
3 In the center column, decide where you wish to place the menu button for the report. For the purpose of this example, open the Reporting Tab and the Reports Group.
4 With the Reports Group highlighted, at the top left, click the Create Report Button.
5 Enter the name of the report in the Button Label field.
6 In the Report Criteria field, select the main database table that the report draws from. The choices in the list are the database table names plus the design, with a pipe '|' delimiter.
7 Then select the Report Output at the time of printing.
8 Click the Create button.
9 If desired, drag and drop the report button to adjust the order of buttons.
10 Click the Done button.
11 Users linked to this Menu Design will have to log out and log back in to see the new menu item.