Adding/Removing Reports to/from My Reports

Hi all

Recently I was working with a community user on an issue where the user was facing an issue in adding reports to the My Reports section on the home page. So I decided to write up this article which throws some light on to how we can add/remove reports to/from the My Reports section on the home page of Microsoft Dynamics GP.

There are 3 ways in which you can add reports to the My Reports section. They are explained below.

Method – I (Ad Hoc as we access the reports)

This option is to add specific reports to My Reports from the Report Options window. When generating a report and setting up the options, you can define the option parameters and click on the My Reports button on the Report Options window, specify a name for this Report option (which gets displayed in the My Reports section and add it to the My Reports section, as illustrated below. This method can be followed from all the report options windows.

 

Method – II (From the Reports List Section)

This method is to add the reports from the Reports List section which is available from the Navigation Bar menus.

Click on the Financial Navigation Button and click on the Reports List menu as shown below.

 
Now select the reports one by one from the list and click on the Add To button on the My Reports section on the toolbar for the report list, as shown below.

Clicking on the Add To button opens the window below where you can enter the name you want to show on My Reports and click OK to add the selected report to My Reports.

You can also select the report (which exists in My Reports) and click on the Rename button to rename the report description in My Reports. You can click on Remove From button to remove the report from My Reports.

This method is the efficient way to add/rename/remove reports from My Reports section.

Method – III (From the My Reports Section on Home  Page)

Click on the Add Reports link in the My Reports section. 

The system prompts two different option for adding reports to the My Reports section. When we choose the option “Automatically add reports that are specific to the work I do”, the system adds reports based on the Home Page Role that has been defined for your user ID. If you choose the option to manually add the reports, the application takes you to the Reports List section (explained in Method – II) to add reports manually to the My Reports section.

Note: If we use the automatic method of adding reports, once the reports have been added the Add Reports link disappears. If you need to see the Add Reports link again, you need to delete the reports that were added automatically.

 

Hopefully this article is useful to the community…

Until next post…

Tags: Home Page Role, My Reports Section

Category: Dynamics, Great Plains, Reporting