New Report on Workbench Page

[Former Member]

Hi,

We have created a custom report for ' Project Summary Extract ' and want to attach it to the 'Reports' tree under 'Project Management' so that it is visible on the Workbench page. We are on Sourcing 7.0.

Please help us with the settings or config required for achieving the same.

Thanks,

Pankaj

[Former Member]

Hi

In case you want to add the report to My Reports section in Project Management tab follow the below mentioned steps:

1. Go to Set Up-> System Setup->Queries and Reorts-> Analysis Report Setup

2. Select eSourcing Analysis

3. Click Edit and select Project Management

4. In subcategories, select the subcategory you want to add the report to.

5. In items , you would see the existing reports. From drop down select Report Entry and click Add

6. Give Display Name and select the report you want to see on workbench.

Regards

Mudit Saini

[Former Member]

Hi,

I gather that you have created a custom query. Not sure if you have attached that to Reports or not. Here are the steps:

1. Goto Setup --> Queries and Reports and then associate the custom query to a report via the Report elements tab

2. Then goto Setup > Desktop Channels List > and associate this new report to the channel to which you want it to be tied to

3. Then navigate to Setup > Workbench Page List and on the layout tab add the new desktop channel that you want to be displayed to the user in the workbench.

Hppe this is helpful,

Vikram Shukla