Custom Reports for User-Defined Info Centers

Custom reports for user-defined Info Centers that you upload using the Report Administration utility display in a Ajera CRM Reporting submenu based on the label that you entered for the user-defined Info Center.

When you create a custom report for a user-defined Info Center, you must add a report type custom property to the report design. This identifies the user-defined Info Center submenu under the Ajera CRM Reporting menu in which the custom report will display after you upload the report. For more information about the report type custom property, see the Deltek Ajera CRM Custom Reports and Microsoft® SQL Server Reporting Services guide. You can download this .PDF file from the Deltek Customer Care Connect site.

When you upload a user-defined Info Center custom report into Ajera CRM using the Report Administration utility:

• If you upload the report from your Ajera CRM application server, you must place the custom report in the C:\Program Files (x86)\Deltek\Ajera CRM\Reports\Custom\My Reports\UDIC on the Ajera CRM application server.
• If you upload the report from a workstation, you must select User Defined Info Center in the Location field on the Custom Reports tab of the Report Administration utility.

If you forget to add the report type custom property to a custom report, the report will not display in the Ajera CRM Reporting menu (in its appropriate user-defined Info Center submenu) after you upload it.

Refer to the Custom Reports guide for more information.