How to add a new report to the TMS report menu

Please find below instructions to add a new report to the report menu:

1. Create the shortcut

From Wintms navigate to Launch - Set-up tools. Click the Report tab and click the Add button. Input a title for the report and then click the Browse button. Select the report you wish to create a shortcut to from the drop-down and click OK. Leave Type set as 'Menu type':

Click OK. Click OK again. Close and restart Wintms as Prompted.

2. Grant a profile access to the shortcut and the report

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From Wintms navigate to System - Maintain users. Highlight a profile and click Modify. Click Menu rights. Expand TMS - Reports. Right click the report so it shows as as Selected menu item:

Click OK.

Now to grant access to the report. Click the TMS/.NET reports button. Move the new report from Available to Selected:

Click OK and OK again. Repeat for any other profiles that require access to the report. 

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