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How to add a report to the a menu.

  • March 30, 2023
  • 4 replies
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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 Steve Milner

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.

 

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Shmarya Richler

      4 replies

      RohitRattan88
      Acumatica Moderator
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      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.

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        Steve Milner
        Varsity III
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        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.

         

        Translate
        Steve Milner - Acumatica Consultant, Acumaven Inc. | acumaveninc.com | linkedin.com/in/steve-milner-52654b3
          shmaryarichler
          Freshman II
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          Thanks for the replies. I did it!

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          Shmarya Richler
            Jr Varsity III
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            • bwaldie
            • Jr Varsity III
            • February 20, 2025

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

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