Ajera CRM Application Server Location for Custom Reports
If you are uploading custom report files into Ajera CRM from your Ajera CRM application server, you must place the report .RDL files in the folders on the application server that match the corresponding Ajera CRM Reporting submenus from which you want users to access the reports.
You must set up folders for the custom reports on your application server under the My Reports folder in:
C:\Program Files (x86)\Deltek\Ajera CRM\Reports\Custom\My Reports
Set up the following folders in the My Reports folder, exactly as they appear in this list:
- Accounting
- AccountsReceivable
- Billing
- Client
- Consolidated GL
- Contact
- DataExport
- Employee
- GeneralLedger
- Inventory
- Invoice
- Lead
- MarketingCampaign
- Opportunity
- Payroll
- PerformanceManagement
- Project
- Purchasing
- ResourcePlanning
- TextLibrary
- Unit
- Vendor
- UDIC (Use this folder for custom reports for all user-defined Info Centers)
Example
You create a custom report that has employee data, and you want the report to display from the Employee submenu under Ajera CRM Reporting.
You must put the .RDL report file in the following folder before you complete the upload steps on the Load Reports tab in the Report Administration utility:
C:\Program Files (x86)\Deltek\Ajera CRM\Reports\Custom\My Reports\Employee
When you upload the report to Ajera CRM using the Report Administration utility, the report is copied to your Ajera CRM report server and is displayed in Ajera CRM in .