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How to add a report to the a menu.


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.

 

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4 replies

RohitRattan88
Acumatica Moderator
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  • Acumatica Moderator
  • 253 replies
  • 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.


smilner3
Varsity I
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  • Varsity I
  • 28 replies
  • 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.

 


shmaryarichler
Freshman II
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Thanks for the replies. I did it!


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  • Freshman I
  • 10 replies
  • February 20, 2025

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


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