Adding Reports to the List

Adding the Report to the Right Location

1. Place the report inside the Lucity/Reports folder. To locate the folder:
   1. Open Lucity Desktop and launch the Lucity module to which you'd like to add the report.
   2. Click the Reports button .
   3. The following pop-up window appears:

   

   1. Select a report from the list. Then, find the Report File Path at the bottom of the window to identify where the report is stored. Your custom report should be stored in the same folder.
   2. Copy the new .rpt file into that folder.

Adding the Report to Lucity Desktop

1. In Lucity Desktop, launch the Lucity module to which you'd like to add the report.
2. Click the Reports button .
3. The Reports pop-up window appears.
4. Click Add. The following pop-up window appears:

   

5. Click the ... button at the end of the Report File Path field to browse to the location of the report.
6. Select the report and click the Open button. The system returns to the Add Report window with the Report File Path automatically populated.
7. Enter a Report Name and a Description of the report's purpose.
8. Select report setup options, if preferred, at the bottom of the window:
   1. Always use sort defined in report - Runs the report and sorts records based on the preference defined in the report, rather than the order the records appear in Lucity.
   2. Always use all records - This uses all of the records in the module to run the report.
   3. Quick Report - Adds the report to the Quick Report menu. This allows users to run the report more quickly.