Adding reports to the system menu lets you quickly run common reports or place reports close to the functions they report on.
Reports are added to the system menu by making a duplicate of the
Print Reports menu item that only runs a single report.
Some benefits of having reports accessible from the system menu:
Reports can be added-to and accessed-from different modules.
Save time by having the report accessible where it is needed most.
The report can be made available to employees that cannot access
The report can be restricted to a specific
Role Assignment. This limits what data is available when the report is run based on which user runs the report. For example, a report run by a department manager could be setup to only include employees within their department.
Write down the
Report Definitionof the report.
Create a copy of the
Print Reportsmenu item.
Update the settings to point to the new report.
|Only a system administrator should make changes to the system menu.|
Note down the
Report Definitionof the report, we will need this later.
Report Definitioncan be viewed from the report definitions window located at
Report Designer > Report Definitions.Example 1. Locating the Report Definition
For example, if we were going to add a menu item for the Seniority Report below we would need to note the Report Definition is
Print Reportsmenu item from the
Report Designermodule menu.
Example 2. Duplicate
Open the system menu window located at
System Administration > System Menu > System Menu.
Print Reportmenu item by right-clicking on it and selecting
Copyfrom the menu.
Locate where in the system menu you want the new report menu item to appear.
Print Reportmenu item into this location.
Print Reportsin the Canadian Payroll menu
For example, if we wanted to add a report to the
Canadian Payrollmenu within the
Employee Profilecategory we would right-click on the Employee Profile menu item and select
Pastefrom the menu.
A copy of the
Print Reportsmenu item will be placed at the bottom of the
Change the settings of the menu item so that it points to the
Report Definitionthat we wrote down earlier.
Example 3. Update the menu item settings
With the menu item selected, press
Modifyto open the menu item settings.
Descriptionof the report to correspond to the new report.
Report Definitioninto the
Users will have access to all available reports unless the
Report Definitionis entered in the
Save and close the menu item settings by pressing
Following along with our previous example we’ve entered
Seniority Reportfor the menu item description and entered the
Report Definitioninto the Option 1.
OKon the system menu window to save the changes we’ve made to the system menu.
Finally, check that everything works
If everything is correct you should now see a menu item for the report on the system menu. Opening the menu item will open a print report where the report can be printed.