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Adding Presenter Adaptive reports to process lists

Add Presenter Adaptive reports to your process lists to conveniently view and edit your reports.

  1. In the Process Lists module, select the process list that you want to add a Presenter Adaptive report to.

  2. Click + Add task.

    Tip

    To add a task to the end of the process list, click + Add new task at the bottom of the screen.

  3. Type a name for the task.

  4. Click + Add shortcut and complete the following steps:

    1. Find Presenter Adaptive from the list of categories and click the down-arrow to expand.

    2. Click the report that you want to link to.

    3. Click Select.

  5. From the drop-down menu, select an action you would like to complete.

    1. If you select View, you can make edits to editable objects in your report. You can also add new rows to your report.

      You can also select a payee to view the report as. If you do not select a payee, a pick list will appear on the report for you to select a payee from.