Related topics

Define Access to SAP Crystal Reports

Remove Customizations

Example:  Add a Custom Report Group and a Custom Report

Customize the Reports Menu

Sage HRMS enables you to customize the Reports menu. You can:

  • Create your own report groups and add custom reports.
  • Modify a report group.
  • Delete a report group.
  • Change the order of the report groups and the order of reports within groups on the Reports menu.
  • Add report groups to submenus on the Reports menu.

Note: When you add, modify, or delete report groups on the menu, Sage HRMS automatically synchronizes the navigation pane to match your menu changes.

  1. Select Setup > System > Processes > Customize Menu.
  2. From the Product field drop-down list, select a product.
  3. In the Activity field drop-down list, select Report.
  4. From the Group drop-down list, select All. The report groups appear in the list on the right.
  5. Click Add. The Customize Groups dialog box opens.
  6. In the Report Group field, enter the name of the new group.
  7. In the Status Bar Message text box, enter a message. This message displays in the Status Bar at the bottom of the Sage HRMS page whenever you move the mouse pointer over the report group in the Reports menu. If you enter nothing, the status bar message will default to the name of the report group.
  8. Click OK to save your changes and close the dialog box.
  9. From the Group drop-down list, select the new report group. The Reports list on the right shows all the reports in the group. Initially, there are none.
  10. Click Add. The Customize Reports dialog box opens. This dialog box enables you to select any of the reports located in the custom report libraries shipped with Sage HRMS.
  11. If you are adding a report from one of the custom report libraries shipped with Sage HRMS, select the library from the Library drop-down list, then select the report from the Report drop-down list.
  12. If you are adding a report not located in the custom libraries, select nothing (blank) from the Library drop-down list, then select the report from the Report drop-down list.

    13. Tip: If you want to select a custom report not shipped with Sage HRMS, you must first save the report directly to the appropriate product folder (HR, Time Off, or Training). Open the report in SAP Crystal Reports, select Save As from the File menu, and save the report in the appropriate product folder located in ..\Sage\SageAbraSQLHRMSServer\Data\CustomReports.

  13. Click OK to save your changes and close the dialog box.
  14. When done, click OK.
  15. Select Yes to rebuild your system files.
  1. Select Setup > System > Processes > Customize Menu.
  2. From the Product field drop-down list, select a product.
  3. In the Activity field drop-down list, select Report.
  4. From the Group drop-down list, select All. The report groups appear in the list on the right.
  5. Select the report group and click More. The Customize Groups dialog box opens.

    6. Note: The only change you can make to a standard Sage HRMS report group is to place it in a submenu. Also, if you change the name of a report group you have created, you must reestablish any security privileges associated with the group, since changing the name of the group is equivalent to deleting it and creating a new one.

  6. Select the report group from the Group drop-down list. The reports appear in the list on the right.
  7. To delete a report, select the report and click Delete. Confirm the deletion.
  8. To add a report, click Add. The Customize Reports dialog box opens. Enter the report information and click OK.
  9. To edit information about a report, select the report and click More. The Customize Reports dialog box opens. Change the report information and click OK.

    10. Note: You can only add or edit reports for a report group you have created.

  10. When done, click OK to save the changes.
  11. Select Yes to rebuild your system files.
  1. Select Setup > System > Processes > Customize Menu.
  2. From the Product field drop-down list, select a product.
  3. In the Activity field drop-down list, select Report.
  4. From the Group drop-down list, select All. The report groups appear in the list on the right.
  5. Select the report group you want to delete and click Delete. Confirm the deletion.

    6. Note: You can only delete a report group you have created.

  6. When done, click OK to save the changes.
  7. Select Yes to rebuild your system files.