4.05 Custom Reports Menu

Route Manager supports a variety of custom reporting tools (e.g., Crystal Reports) to allow more flexibility for reporting purposes.Once these reports are created, the Custom Reports option gives you the ability to integrate these types of reports into the Route Manager Reports menu. This may be helpful for users that would benefit from having certain external reports accessible from within the Route Manager program (links to programs can be added as well).

Follow the steps in this chapter for detailed instructions on adding your own report or program to the menu.

Creating an Entry for the Menu

1. Browse toLists>Custom Report Groups.

Fields:Menu Title for Report Group: Enter the name of the external report.Shortcut Character: Select the shortcut letter that will be used within the RMA reports menu.Report folder location: Enter the directory that contains the shortcut file to the external report.NOTE: The Report Folder Location must contain a shortcut file to the report with an ‘.lnk’ extension.Inactive Reports Folder: Choose this option to inactivate the Custom Report Group.Security Level Access:Available: This field contains all of the Security Level Codes in RMA.Selected: This field displays all of the Security Level Codes that will view the Custom Report Group.NOTE: Double-click on an individual Security Level Code, or use the arrows, to enable the Custom Report Group for your employees that qualify.

2.Choose Add

3.Create a Menu Title

4.Select a Shortcut Character

5.Enter or Browse for the folder that contains you r custom report(s), program(s), etc.

6. Add the Security Level Code(s) required for viewing the Custom Report(s).

7. Click Save.

Repeat these steps for each Custom Report Group that you will need. Continue to the next section to learn how to control the items that are displayed within each group.

Establishing Links

You will need to create shortcuts to the reports, programs, etc., you wish to add to the menu.You can achieve this by placing .lnk (shortcut) files within each Report Group Folder(s).

EXAMPLE

The Report Group below will be used for links to the “Crystal Reports” group.

1.All shortcut (.lnk) files placed in the Report Folder Location:will be displayed under Reports>Custom Reports>Crystal Reports on the menu.

2. Here is a list of shortcut (.lnk) files placed within the “D:\RMA_SERIES7\DOC_SAMPLE_TEMPLATES” directory that we used in the example above:

We have included a link to the Crystal Reports program (Crystal Reports 10.lnk), and two custom reports (Sales Report.lnk and Billing Report.lnk).

3. Within the program, the links will be displayed underReports>Custom Reports>Crystal Reports:

4. Repeat these steps for all of the folders and shortcuts needed.

Field Definitions – Custom Report Groups

This section contains the field definitions within the Custom Report Groups screen.

Fields:

Menu Title for Report Group: This is the text that will appear on the Reports menu under Custom Reports.

Shortcut Character: You can choose a shortcut character from one of the letters in the Menu Title to enable quick access to your report group.

Report Folder Location: The path of where the folder that contains the shortcut files (.lnk) to your reports is located.

Security Level Access: Choose the Security Level Access that will be required to access the reports in this group.