Overview
This article explains how Admin users can create and map YSR Reports from Voyager into Deal Manager. These reports will appear under the Reports menu for quick access.
Key benefits
Centralized reporting: Access all YSR Reports directly within Deal Manager.
Custom organization: Create menu items and submenus for better navigation.
Streamlined workflow: Map reports without leaving the Deal Manager interface.
How to use YSR Reports in Deal Manager
Step 1: Navigate to the menu settings
The following steps apply to Admin users only.
Go to Company Settings > Menus.
Click the available menu for Deal Manager.
Step 2: Create the YSR Reports menu item
Click Create Menu Item.
Enter the following details:
Menu Caption: YSR Reports
Sub menu of: Top Level
Order: 10
Save the menu item.
Step 3: Map a new YSR Report
Under the YSR Reports menu item, click Create Menu Item.
Enter the following details:
Menu Caption: Name of YSR Report
URL:
/custom/Sub menu of: YSR Reports
On Click: $state.go("dealmanager.reports.ysrreports", {"Report":'#INSERT REPORT NAME#'})
Order: Assign an order number for display in the submenu.
Save the menu item.
Step 4: Access the YSR Reports
Go to the Reports menu at the top of the Deal Manager screen.
Find YSR Reports under the Custom Reports section.
FAQs
Who can create and map YSR Reports?
Only Admin users have permission to create and map YSR Reports in Deal Manager.
Where do the mapped reports appear?
Mapped reports appear under Reports > Custom Reports in Deal Manager.