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How to add a report to the a menu.

  • March 30, 2023
  • 4 replies
  • 666 views
shmaryarichler
Freshman II
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Hi,

 

I have a report generated from the report generator. How do I add this new report to the Inventory menu group?

 

Thanks,

Best answer by smilner3

I agree with @RohitRattan88 . If it’s a new report and you have saved it the the server, you should be able to enter a Sitemap record that has a Screen ID, references the Report file name, and specifies the menu Workspace and Category.

 

Additionally, you can modify the Menu to control where the menu items appear.

 

Save the report to Acumatica using Save to server as a new report or a report version from Report Designer.

 

Shmarya Richler
    T

    4 replies

    RohitRattan88
    Acumatica Moderator
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    • RohitRattan88
    • Acumatica Moderator
    • March 30, 2023

    Hi @shmaryarichler ,

    Have you saved the report to server.

    Next, you would add report to “Site Map”.

    From there you should be able to add it as the Menu Item.

    Chris Hackett
    smilner3
    Varsity I
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    • smilner3
    • Varsity I
    • Answer
    • March 30, 2023

    I agree with @RohitRattan88 . If it’s a new report and you have saved it the the server, you should be able to enter a Sitemap record that has a Screen ID, references the Report file name, and specifies the menu Workspace and Category.

     

    Additionally, you can modify the Menu to control where the menu items appear.

     

    Save the report to Acumatica using Save to server as a new report or a report version from Report Designer.

     

    Chris Hackett
    RohitRattan88
    shmaryarichler
    Freshman II
    Forum|alt.badge.img
    • shmaryarichler
    • Author
    • Freshman II
    • March 30, 2023

    Thanks for the replies. I did it!

    Shmarya Richler
    Chris Hackett
    B
    Freshman I
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    • bwaldie
    • Freshman I
    • February 20, 2025

    what about adding items to the more menu (ellipsis) within like the purchase order form?

    Chris Hackett
    J
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