Example:  Add a Custom Report Group and a Custom Report

You want to create a new report group for Sage HRMS and add a custom report located in the CUSTOMHR.RP5 library.

1. Select Setup > System > Customize Menu.
2. From the Product field drop-down list, select HR.
3. From the Activity field drop-down list, select Report.
4. From the Group drop-down list, select All.
5. Click Add. The Customize Groups dialog box opens.
   1. Enter Special Reports in the Report Group field.
   2. Enter nothing in the Status Bar Message text box so that the status bar message will default to the name of the report group.
   3. Click OK to save your changes and close the dialog box.
6. Select Special Reports from the Group drop-down list.
7. Click Add. The Customize Reports dialog box opens.
   1. Select CUSTOMHR.RP5 for the library.
   2. Select Certificate of Coverage for the report.
   3. Click OK to save your changes and close the dialog box.
8. The Certificate of Coverage report appears in the reports list. To run the report, select Reports > HR > Special Reports. The report group dialog box opens.

Published: May 17, 2017
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