Adding a Report to Navigator
To add your report to the Navigator:
- Sign in to Unifier as a Company Administrator and go to the Company tab (Company Workspace), ensure that you are in Administration mode > Configuration > Navigator (User mode).
- Open your Project or Shell Navigator. You must be able to see your Custom Report on the right-hand side. If you do not see your Custom Report ensure that you have published the report. See Importing Template into Unifier.
- Add your Custom Report to the Reports section on the left-hand side (in the Navigator, you can create a new subfolder under Reports called Advanced Reports).
- Click OK to close the window.
- Deploy the Navigator by highlighting it and clicking Deploy from the toolbar.
Creating a Report with Line Items
Formatting Data
Adding Summary Page to Report
Adding a Chart
Adding Headers and Footers
Adding BI Fields to RTF File Header or Footer
Importing Template into Unifier
Setting Permissions on Report
Running the Report