Accessing Connected Reports

Modified on Mon, 08 Feb 2021 at 03:05 PM

Connected reports can be accessed in three ways:



Connected Desktop

Reports can be accessed from within the Connected Desktop window, based on a user's access privileges. Click the tab for the area in which the reports are required and then use the pull-down menu to select the report.


The following screens show how to access reports from within the Connected Desktop window:





Connected Menus

Reports can also be accessed by using the Connected text menus, based on a user's access privileges. By clicking on the text menu, A/R for example, the Reports option will appear as the very first item.


The following screen shows how to access the A/R Reports from the menu:



My Places


My Places is a window in Connected where a user can save shortcuts to various frequently used reports/ledgers/information.

To add different things to this window, select the Modify icon. The window will change and show any Unused buttons, which can be linked to a number of different windows and reports within Connected for quick access.


Below is an example of how to add the A/P Vendor Aging Report.   A user can:

  • name the button and report anything they want
  • select custom keyboard shortcuts and button colors
  • Change the order and placement of any buttons on the window



Once the My Places window is saved, the new button will show where it was placed.



Add a report to "My Places" also creates a new option under the text menu, as shown in the following screen:



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