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How to add a report to the a menu.

  • 30 March 2023
  • 3 replies
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Userlevel 2
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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,

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Best answer by smilner3 30 March 2023, 19:39

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3 replies

Userlevel 2
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Thanks for the replies. I did it!

Userlevel 3
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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.

 

Userlevel 7
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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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