SYSPRO Reporting Services > SRS Customization

SRS Customization

Within SYSPRO Reporting Services, you can customize menus, reports and forms and apply these system-wide, for a specific company or by group, operator or role.

Customization

Menus

You can customize individual menus for each role, operator, group and company, as well as system-wide for all companies (see SYSPRO Reporting Services).

You can add and delete menu items and folders and rename and reposition menu items and folders.

Forms

You can customize any standard report form to display the options and selections relevant to your business, manipulate the report controls with events (using C# or C++) and save customized and user-defined forms for different security levels (see SRS Form Designer).

Customized reports

You can customize standard SRS reports based on the standard reports and have these reports run as the default reports for specific roles, operators, groups, companies or system-wide (see SRS Report Designer).

Financial reports

You can embellish reports written using the GL Define Financial Reports program for use at board meetings and for publication. Once a report is converted to SRS format, all the functionality associated with SRS can be applied to the report.

See also GL Financial Report Writer reports in SRS.

User-defined reports

You can create user-defined reports from scratch based on any Crystal Reports data source and have these reports run as the default reports for specific roles, operators, groups, companies or system-wide (see SRS User-defined Reports).

Notes and warnings

Role considerations

  • When maintaining, saving or opening a customized menu, the Role option is only available if you have enabled the Role layout design option against the operator code (Operators).