How do I add a Report to a Role Center?

elmarfv

Client just asked me to add a report to his Order Processor Role Center... but I am not sure how to do that.
I found a form called "Order Processor Role Center" ID 9006.
I added a report to the Report MenuButton there... is that how it's done?

Elmar

postsaurav

Hi Elmar,

For attaching report to role center page follow below steps -

1) Open the page 9006 in design mode.
2) Go to the last line of the page.
3) From view menu select Action (NAV 2009 & NAV 2009 SP1) or Page Action (NAV 2009 R2).
4) You will see a group of type ActionContainer which will contain all Reports currently exist in role center page.
5) Insert a line where-ever you want to add the report. Add the report either by property or by the code.
6) Check for the indentation of the line.
7) save the page.
8) Restart the service and open RTC Client. you will find your report there.

* If the layout of the report is not created and you will try to run it from RTC, this action will require classic client in the machine.

elmarfv

Thank you, works great.
I see the report in my role center now.

But when I use the search it does not show the report. I added it to the menu and when I use a different role center it works.. I can see the report when I use the search. What's more, when I search for other reports, nothing is coming up... It's like this role center simply does not include reports in the search??? Is that a setup issue or what might be going on there?

Elmar.

Troelsh

Search will only find reports defined in the menu suite.
Instead of you adding reports to the Role Center you can also ask the user to add them himself - IF the report is defined in the menusuite, he can find it in departments.

Rightclicking the report in departments offers the action "Add to reports on Role Center ribbon"