You can create links in the Document System that place the queries in the Generate Reports menu for web-enabled features, including the Home tab, Process Manager, and Marketing. Adding links in the Document System make the end user interface simpler to use.
You can access the Document System from Tools > Document System. You can further drill down into areas by following the hyperlink on the folder. Area folders contain a DefaultSystem folder.
The module’s DefaultSystem contains three folders:
■ Queries
■ Reports
■ ReportsView
The ReportsView folder for each module is represented by the Generate Reports menu in each area. You can manipulate what appears in those menus by creating links to queries in these folders.
To create a custom folder in the Document System
1. From Tools, select Document System.
2. Select a folder from the document system directories.
3. Click New Folder from the tool bar.
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.