Sage 300 Construction and Real Estate allows you to customize your Reports menu using Reports Manager.

To add a report design to the Reports menu:

1. Start the application where you want to add the report.
2. From the Reports menu, select Reports Manager.
3. In the Reports Manager window, click New.
4. In the Report name field, type the name as you want it to appear on the menu.
5. To assign this report to a menu group, type the menu group name for Menu group or click List and select an existing menu group.
   • Note: If you want to add the report to the main Reports menu, leave the Menu group box blank.
6. For Source, select the appropriate option: TS report design for a Report Designer report or Crystal report design for a Crystal report.
7. Place your cursor in the File name box, click List, and browse to the report design that you want to add to the menu.
   • Note: The default location for reports can be found at the server install location under '\\[You Server Name]\Timberline Office\9.5\Accounting\Report'. See article DocLink: Where is my default report folder located? for instructions on how to find your report folder.
8. Select the report design and click Open.
9. In the New Report window, click OK.
10. In the Reports Manager window, click Close.
11. To make the report available for restricted users, see DocLink: How do I give users access to reports and inquiries in Security Administration?