Managing Reports › Role-Based Reports › Display New Reports on the Reports Tab › Step 4: Create a Reports Tab Record and Assign the Start Page

Step 4: Create a Reports Tab Record and Assign the Start Page

In Role Management, create a new Reports tab and specify the start page created in step 3.

To create a tab and assign the start page that calls the reports

1. Select Security and Role Management, Role Management, Tabs on the Administration tab.

   The Tab List page appears.

2. Click Create New.

   The Create New Tab page appears.

3. Complete the following fields:

   Tab Name

   Specify the name that identifies the tab within the administrative interface. For example, the tab name appears on the Tab List page.

   Example: Reports Tab

   Code

   Specify the code that identifies this tab to the system. Once the code is defined, it cannot be changed.

   Example: reports_tab

   Record Status

   Specify active.

   Display Name

   Specify the name that appears on the tab's graphical presentation in the user interface.

   Example: Reports Tab

   Starting Page

   Specify the initial web form that appears in the main window when a user selects this tab.

   Example: start page

4. Click Save.

   The form appears in the Web Form List page.