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Function documentationDocument Report Configuration Locate this document in the navigation structure

 

The Document Report Configuration is used to manage the list of reports that appears in the dropdown list for the Reports toolbar.

This section describes how to create a document report configuration.

Activities

Creating a Document Report Configuration

By default, a document report is launched in a new popup window. The Open New Window checkbox in the report entry list can be unchecked to turn off this behavior, so that the report stays in the same window as the current document. In this case, a breadcrumb is added for the report.

The option to display the report in the main window should be used when the report has links to further reports or documents. Links typically require breadcrumbs, but breadcrumbs are not supported in a popup window.

Note that launching a document report in the main window is enabled only when the document is in view mode.

To create a document report configuration:

  1. Choose   Setup   Document Setup   General   Document Report Configuration  .

  2. On the Document Report Configuration page, choose Create.

  3. On the Creating: Document Report Configuration page, fill in the fields with information about the document report configuration.

  4. Choose Add Buy-Side Report to add a buy-side report to the document report configuration.

  5. In the dialog box, check the box for each report to add and choose OK.

  6. Choose Add Sell-Side Report to add a sell-side report to the document report configuration.

  7. In the dialog box, check the box for each report to add and choose OK.

  8. Optionally, reorder the reports.

  9. Save your entries.