Document toolbar report

[Former Member]

Hi Expert,

     I have a requirement to have a toolbar report in a document like following screen.

    

     When user click on a toolbar, CLM will open a report for user. I have googled how to implement this, but I found only how to hide/show toolbar via Toolbar customization. So I need some advices from you guys.

     - Please guide me how to have a new toolbar under the 'Reports'

     - Please guide me how to link the new toolbar with a report.

Thank you very much

Noppong

[Former Member · Accepted solution]

Hi Noppong,

Go to Setup--> Document Setup -->Document Report Configuration and select the document type(Project/RFx/Auction/MA) in which you want the report to appear.

For instance, if you want to place the report in Master Agreement, then you need to open Master Agreement Document Report Configu and add the required report by clicking on Add Internal Report. Then you can find the added report in Master agreement's Reports toolbar.

Hope this helps!!!

Regards,

Vignesh

[Former Member · Accepted solution]

Hi Vignesh,

   Thank you for your help. Now I know where to configure it.

Noppong