About Shortcut rules

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Shortcut

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Purpose

Shortcut rules establish shareable links to personal reports that managers have created. The links let other managers using the Report Browser access the reports.

Developers can create Shortcut rules directly, as they create rules of other types. Developers and managers can also create shortcuts in the Report Browser:

1. Make sure your userID's Access Group has a Manager composite portal specified as one of the Secondary Portal Layouts on the Settings tab.
2. From the Quick Launch menu at the top right of the Designer Studio's header bar, click the Run icon.
3. From the dropdown menu that appears, select Open Portal > [name of Manager portal].
4. Select the Monitor Activity slice to display the Report Browser. You can create categories and shortcuts here. See Manager Portal - using the Reports Browser.

Category

Shortcut rules are instances of the Rule-Shortcut class. They belong to the Reports category.

Don't confuse shortcut rules, described here, with the unrelated shortcuts to activities and V5 reports (not report definition rules) that are accessed from the Designer Studio profile menu.

Reports category
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