Adding options to custom menus

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Summary

This article explains how to add items to custom menus, such as programmes, report generator reports, data import templates and macros.

More Information

Go to "Reports & Parameters" -> "Maintenance Options" -> "Add or Edit Custom Menus".

Creating a New Menu

  • Type a code for the menu. You have five characters for this.
  • Type a description of the menu. This will be what you see on the menus.

Adding to an Existing Menu

  • Search (using <Ctrl+F1>) for the menu to which you want to add the item.

Menu Types

Programmes

  • To add a programme, move the cursor to the left of the field that you arrive on.
  • Type 'P' and press <Enter>.
  • Search for the programme that you want to add.

Report Generator Reports

Data Import Templates

To add a data import template, move the cursor to the left of the field that you arrive on.

  • Type 'D' and press <Enter>.
  • Type the code of the data import template that you want. You can search for them from here.

Macros

To add a macro, move the cursor to the left of the field that you arrive on.

  • Type 'M' and press <Enter>.
  • You will need to search for the macro identity since this is an eight digit number.

Saving Changes

Press <Esc> to exit. Click [Accept] to save your changes.

See also


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Keywords AND Misspellings
Custom Menus, Macros, Report Generator, Reports, Data Import, Templates