HR Staff
Report Catalog User Guide
Mar-28th, 2025 13:04
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Report Catalog User Guide
Overview
Currently, reports within Infor are difficult to find and are deeply nested within the menu structure of various web applications. The new Report Catalog, being introduced in April 2025, addresses this challenge by providing a unified access point for all reports, including those delivered by Infor or created by COA. This central location allows for easier navigation, searchability, and management of reports across the application.
Key features of the Report Catalog include:
- Favorites: Users can easily mark reports as favorites for quick access.
- Categorization & Advanced Search: Find reports quickly with powerful filtering and search options.
- Export Functionality: Export reports and easily locate them in the Print Files tab.
Instructions
Accessing the Report Catalog
- Click the ‘Report Catalog’ link within the application menu.
Catalog Tabs
Once you access the Report Catalog, two tabs are visible:
- Reports: Displays all reports in the application, including delivered, created, and shared reports.
- Print Files: Displays all your print files, such as reports exported to PDF or CSV.
Searching & Finding Reports
There are several methods for finding reports within the catalog:
- Name Search: Type keywords into the search bar to find reports by their name.
- My Reports: Displays only the reports created by the logged-in user.
- Favorites: Displays the reports that have been marked as favorites by the user.
- Category/SubCategory Selection: Use checkboxes to filter reports by category/module and sub-category.
- Advanced Options:
- Business Class Search: Filter reports by business class.
- Sharing Search: Filter reports based on their sharing settings.
- Report Owner Search: Filter reports by the owner.
- Your Organizational Reports: Filters out Infor Delivered reports, displaying only custom reports published by Children's.
Additional Information
- Exported Reports: Once reports are exported, they can be found in the Print Files tab, allowing you to quickly access any exports made (PDF or CSV). Reports can be exported directly from the catalog by clicking on the ellipses next to the report name. However, we would suggest that you first verify the report by opening it and viewing the data. This would also give you the opportunity to perform any filters desired.
- Favorites: We suggest marking reports you frequently visit as favorites for quick access! To favorite a report, just click the star icon next to the report name.
Please don't hesitate to reach out to [email protected] for any questions related to reports within Infor!
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