Add Page Report

Last Updated: 03/28/2018 Introduced in Version: 4.0

This tutorial demonstrates how to use Add Page Report action on Folder in Decisions Portal. Add Page Report action changes default Report on Folder View Page.

 

Example:

In this example we are going to use simple custom Report to change default Folder Entities Report on Folder View Page.

Note: this tutorial does not demonstrate how to create a Report. To learn how to build your first Report in Decisions, please click here.

In this example we are going to use a simple Accounts Report that looks as following…

 

 

Add Page Report will change Report displayed on Folder View Page. By default it is All Folder Entities Report.

 

 

 

We begin with clicking Manage > Page > Add Page Report from Folder Actions.

 

In the Page Report window we locate Page Report Info settings and click Pick under ReportId option.

 

Next, we pick our Report and click Ok to continue.

 

Our Report is set. We can click Ok to save and continue.

 

Now, our Folder View displays Accounts Report.

 

Additional Resources