If you added a report from Information Assistant and it is missing from the Security Administration in Sage Desktop follow the steps below, if not see article 18304 "DocLink: Reports/inquiries are missing on the report/inquiry menu and/or in Security Administration"

Remove the report from Information Assistant:

1. Open Info. Assistant.
2. Go to Reports and Click Report Manager
3. Select the Application for the report.
4. Highlight the report that was adding in Info. Assistant and press Delete
   Note: If the report menu was not organized the most recently added report will show at the end of the report name list.
   Note:No files are actually deleted during this process. It removes the link to the file and the menu options.

Add the report in the Application the report belongs to:

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 appropriate 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 50432 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.

Grant users access to the report:

1. On the Desktop go to go Options
2. Select Security Administration
3. Open Tasks under Security Permissions by Type
4. Expand the Task menu, Reports and the Application you added the report to in the previous section.
5. Highlight the report you added.
6. Check the roles on the right that you want to grant access to the report.