Microsoft provides some great “How To” articles on Customer Source. Below is an example of the information you can find. This information is provided “as is”. It is always recommended that you perform a backup before making changes to your installation.
How to add a custom report to an existing module in Microsoft Dynamics SL
To add a custom report to the menu for an existing module in Microsoft Dynamics SL, follow these steps:
- Add the report to Screen Maintenance. To do this, follow these steps:
- (a) In the Navigation pane, click Administration.
- (b) In the Administration details pane, click Screen Maintenance under Maintenance.
- (c) To create a new row, click New on the Actions menu.
- (d) In the new row, specify the following settings:
- Number: Type the screen number of the new report. If the file name of the report is 03999A.Rpt, type 0399900.
Note The first two letters or numbers in the report name must match the first two letters or numbers for other screens in the module to which you want to add the new report.
- Name: Type the descriptive name of the report.
- Module: Type the two character module code. Press F3 to see a list of the available choices.
- Type: Select the type of report.
- Menu Item: Select Yes if you want the report to appear in the All Modules group
- Number: Type the screen number of the new report. If the file name of the report is 03999A.Rpt, type 0399900.
- (e) Click Save, and then close the Screen Maintenance (98.330.00) screen.
- Add the report to Report Control Maintenance. To do this, follow these steps:
- (a) In the Administration details pane, click Report Control Maintenance under Maintenance.
- (b) In the Report Number box, type the report number. Continuing with the example that was mentioned earlier, type 03999
- (c) In the Report Format Name box, type the name of the report format.
- (d) In the Report Format box, type the report format number. For example, type 03999A.Note Repeat steps 2c and 2d if you have additional report formats
- (e) Click Save, and then close the Report Control Maintenance (98.300.00) screen.
- Associate the new menu command together with a user group. To do this, follow these steps:
- (a) In the Administration details pane, click Group Maintenance under Security.
- (b) In the Group ID box, type the group ID that you want to modify, or type a new group ID to create a new group.
Note Do not modify the EVERYONE group - (c) In the User ID box, select the user ID that you want to include in the group. Repeat this step for each user who you want to includ
- (d) Click Save, and then close the Group Maintenance (95.280.00) screen.
- Assign permissions to the group that you created in step 3. To do this, follow these steps:
- (a) In the Administration details pane, click Access Rights Maintenance under Security.
- (b) In the Type box, select Group
- (c) In the Group / User ID box, type the group ID created or modified in step 3
- (d) Click to select the All Companies check box, or type a company ID in the Company ID box
- (e) In the Screen/Report Number box, type the report number. For example, type 039990
- (f) Verify that the View check box is selecte
- (g) Click Save, and then close the Access Rights Maintenance (95.270.00) screen.
- Create a new item on the menu. To do this, follow these steps:
- (a) In the Administration details pane, click Menu Maintenance under Maintenance.
- (b) In the Menu for Group box, type the group ID that you used in step 3
- (c) Create a navigation button to give users access to the new menu. To do this, follow these step
- On the Menus tab, right-click the module group to which you want to add the report, and then click Add Copy. For example, right-click Financial. Note A copy of all menu commands for the Financial module group will be added to the Navigation Pane work area.
- Remove all nodes that you do not want to keep. To do this, use the pointer device to put the focus on the node, and then press DELETE. For example, if you are adding a custom report to the Accounts Payable module, you delete the Accounts Receivable node, the Bank Reconciliation node, the Cash Manager node, the General Ledger node, the Payroll node, and the Advanced Payroll node.
- In the Navigation Pane work area, expand the module to which you want to add the report
- Remove all nodes and all screens that you do not want to keep. To do this, use the pointer device to put the focus on the node, and then press DELETE. For example, delete the Maintenance node, the Input node, the Processes node, the Inquiries node, and the Setup node. In the Report node, delete all the reports
- Right-click the Report node, and then click New Link
- In the Name box, type the name of the new report
- In the Screen ID box, type the report number. For example, type 0399900.
- In the Command Line box, verify that the box displays ROI.EXE ; 03999.
- (d) Click Save, and then close the Menu Maintenance (98.350.00) screen.
6. Exit and then restart Microsoft Dynamics SL.
7. Log on to Microsoft Dynamics SL.
Note If the new report does not appear after you follow these steps, log in to SQL Server Management Studio, and then run the following statement against the system database.
exec rebuildaccessdetrights
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