PART 10 INQUIRIES AND REPORTS
Customizing a report
Most of the existing reports in Dynamics can be modified to meet your
needs. You can add or delete fields, change sorting options, add subtotals or
create new custom reports using Report Writer. This procedure describes
the simplest method to customize a default report and to set access to it.
Refer to Report Writer documentation for detailed instructions about using
Report Writer.To customize a report:
- Print the report to the screen.
- While the report is on the screen, choose Tools >> Customize >>
Modify Current Report.
The Report Layout window will appear with the current report open.- In the Report Layout window, make any necessary changes to the
appearance of the report. - Choose Windows >> Report Definition.
- In the Report Definition window, change the sorting options, modify
the report layout or add report restrictions. - Choose OK to save the changes to the report.
- Choose File >> Microsoft Great Plains Dynamics to return to Dynamics.
- Choose Setup >> System >> Security and select the user, company and
product you want to grant access for. - In the Type field, select Modified Reports.
- In the Access List, double-click the name of the report you modified.
An asterisk (*) appears, indicating that the selected user has access to
the report. - Choose OK to save the changes to the user’s security settings.