Using a Report as the In-Tray for a Module

This guide walks you step-by-step through creating a custom report and assigning it as the in-tray for a module using the Custom Module Reporting Dataset. Using a tailored report as the In-Tray view for a module allows users to see exactly the records they need to focus on, filtered and presented based on your requirements. Here’s how to set it up:

Pre-Requisites

You’ll need to be in the Module Configuration Group to make changes to a Form such as the Custom In-Tray view.

Open Report Builder

1. Navigate to the Report Builder in your platform.

2. Select the Custom Module Reporting Dataset from the list of available datasets.

   • This dataset provides access to all records and fields within your custom module(s), allowing granular control over what is displayed.

Create Your In-Tray Report

Now it’s time to build your report that will function as the In-Tray view.

1. Choose your filters: Use filtering criteria to restrict which records appear in the report. For example, you might want to show only records where the status is “Completed”

2. Select your Fields:

   • Choose the fields you want visible in the In-Tray view, such as ‘Status

3. Rename column headers (Optional):

   • Use the Manage Column Names functionality to rename fields for user-friendly display.

   • For instance, change “RecordOwner” to “Assigned Officer”.

4. Save the report

   • Give the report a meaningful name

   • Save the report.

Assign the Report as the Module’s In-Tray View

With the report created, now assign it as the In-Tray view:

1. Go to the Custom Form’s Settings.

2. Scroll down to the Custom In-Tray Option

3. Select the report you just created from the list.

   • You can also use a previously created report if it suits your needs.

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4. Save the module settings.

Revisit your Forms In-Tray to see the Custom In-Tray take effect.