View Membership
Back to Report Management
The View Membership screen allows for the allocation of reports to areas of Framework ECM. It is possible to assign reports to specific modules.
Procedures
Creating A View Membership
Click New. The Report View Membership dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new report view membership will be created.
Report View Membership Dialog
This dialog is used to manage the screens on which a report will be accessible using context sensitive reporting.
Example
Clicking (on the toolbar) from the Tender Document screen will display a list of tender document related reports. The screens that a report is accessible via is setup using this dialog.
General Group
Field | Description |
---|---|
View | Framework ECM screen on which the report will be accessible. Click the View popup button to select. |
Category | Report category to which the report belongs. Click the Category popup button to select. |
Report | Report allocated to the view. Click the Report popup button to select. |
Order | Order in which the report will appear in the Reports list on the View Membership screen. |