Add a Report to the Print/Export Preview Dropdown
  • 07 Apr 2022
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Add a Report to the Print/Export Preview Dropdown

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Article summary

This gives users the ability to easily export/print from within a grant, proposal, web application, or scholarship.

To Add a New Report

  1. Click Reports > Register New.
  2. Enter the Report Name (it can be anything the user wants).
  3. Select SQL Server 2005 for the Report Type.
  4. Select the report the user wants from the File Path drop-down.
  5. Enter a Description for the report (optional).
  6. In the Screens section, select the type of record the user wants the report to be associated with.
  7. Click Save. The user should now be able to see the new report in the print and preview drop-downs. 

To Edit an Existing Report

  1. Click Reports > Select the report > Click Edit.
  2. The first section will populate with information.
  3. Use the Screens section to set which screens the user would like to see this report populate.
  4. Save


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