How to Add a Custom Report/Script to Your Reporting Menu
Posted: Mon May 17, 2021 4:46 pm
To add a custom report or form or a script to your reporting system do the following:
1. Start CAPITAL Business Manager.
2. From the drop down menu at the top select Reports and then select the area where you wish to add the report to.
3. On the right hand side of the screen press the Add button.
4. Enter the name of the report, form or script or press on the V (down arrow) and select it from the list.
5. Change the Name to something that will help you identify it.
6. Change the Section if the report, form or script is not appearing in the section you want it to.
Note: You may also create a new reporting section here by entering a section name that does not already exist.
7. Optionally change where the report, form or script appears on your reporting list by specifying a different Position number if you wish.
8. Press Save button.
1. Start CAPITAL Business Manager.
2. From the drop down menu at the top select Reports and then select the area where you wish to add the report to.
3. On the right hand side of the screen press the Add button.
4. Enter the name of the report, form or script or press on the V (down arrow) and select it from the list.
5. Change the Name to something that will help you identify it.
6. Change the Section if the report, form or script is not appearing in the section you want it to.
Note: You may also create a new reporting section here by entering a section name that does not already exist.
7. Optionally change where the report, form or script appears on your reporting list by specifying a different Position number if you wish.
8. Press Save button.