Creating links to reports in the Document System

You can create links in the Document System that place the queries in the Generate Reports menu for certain areas.

Each area’s DefaultSystem folder contains three sub-folders:

■    Queries

■    Reports

■    ReportsView – link to these queries to display them in the Generate Reports menu for each area.

To create a custom folder in the Document System

1.  Select Tools > Document System.

2.  Select a folder from the document system directories.

3.  Click New Folder.

4.  Enter a folder name, for example Custom Queries.

5.  (Optional) Select Allow only the following type(s) of objects in this folder and select the type of objects from the list.

6.  Click Save.