I am unable to create a report. When I click on the triangle under the reports tab "create" is not an option. I can view view reports or schedule reports. HELP!

Are you an admin user or a regular user?

If you are regular user and some Role assigned to your profile has no access to edit Reports then you will not be able to create.

Additionally you can double check if there is any customization which eventually had drop of the create option.

Possible customizations places:

custom/modules/Reports/clients/base/menus/header/header.php

custom/Extension/modules/Reports/Ext/clients/base/menus/header/header.php

Regards

Are you an admin user or a regular user?

If you are regular user and some Role assigned to your profile has no access to edit Reports then you will not be able to create.

Additionally you can double check if there is any customization which eventually had drop of the create option.

Possible customizations places:

custom/modules/Reports/clients/base/menus/header/header.php

custom/Extension/modules/Reports/Ext/clients/base/menus/header/header.php

Regards

Hello André Lopes,

Further to the above I am wondering what the customisation would  be to actually hide the create button?  I guess I need to add the directory and create the file, then add the code to the file?

 - Cloud Enterprise 10.1.0    (but I have a local Dev instance so can access the custom folder to test)

I see in Roles that Create is the only option not available to restrict. We would still allow editing the serial number.

Specifically we have a custom Serial Number Module which [depending upon another job underway now to import those automatically] we will eventually want to hide the create option as an extra way of avoiding duplicates and also of forcing the ID to also be the serial number which we do via the import:

Custom/Modules/S_SerialNumber/  ?

Custom/Extension/modules/S_SerialNumber/ ?

It is far from urgent, just curious at this stage:-)

Thanks again Andre!

Glad folk like you are active on here too 

Luke.