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[skipwhitten]

I created a custom report and saved it to where all of them live. I found a few threads in the forum related to this. I right-clicked on the report folder, selected 'create new task' then custom report. It appears on the tasks menu for me but not the person I designed it for.

Next I did the same up to 'creat new task' but this time selected 'MAS 500 Task', filled in the blanks. Now I can see two reports but neither are seem the person I designed it for. It appears to be a pemissions issue but cannot find the resolution. Thanks in advance for any assistance.

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[jnoll · Accepted solution]

You have to make sure that you have this added to the Task Menu that the other users are using. The Task Menu shows along the bottom of the Business Desktop or on the Main Menu under View -Toolbars - Menu Maintenance. You can see what the Users default Menu is under System Manager - Maintenance - Maintain Users, each user as a Task Menu.

One of the above will get it on the Menu. Then you will most likely have to System Manger - Maintenance - Maintain Roles and find your newly added task under the module and make sure that the Roles assigned to the User have this new task not set to Exclude which would prohibit them from running it.

[skipwhitten]

Thanks for your suggestions. My reports now display for who needs them.

Regards,

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