Creating report shortcuts

In Dev Studio, you create a report shortcut by creating a shortcut rule. A report shortcut is a named link in the Report Browser in Case Manager that provides an efficient way to retrieve, run, and share reports.

You can view all of the report shortcuts for an application on the Records > Reports > Shortcut rule form.

  1. To create a report shortcut, click Create > Reports > Shortcut.
  2. Complete and save the Shortcut rule form.