The Reports menu provides access to a number of printable reports with information of interest to customers using the Customer Portal application. The available reports are displayed on the screen. When a report is printed, the report opens in a new browser tab or new window. Depending on which browser you use, the title may be different.  In all instances, the browser attempts to assign a title based either on the report name or the MET/TEAM URL that was invoked to generate the report.

Reports printed directly from a screen in Customer Portal are referred to as system reports. These are located in the reports system directory set up in system defaults.

Note: These reports should never be moved to the Reporting\Customer Portal directory.

Reports accessible from the Customer Portal Reports menu item are located in the reports directory set up in system defaults:

If you want Customer Portal users to be able to print additional reports, simply copy the Crystal Report file to the directory indicated by the “Reports – Customer Portal reports directory” system default setting on the server that is hosting the Customer Portal web site.