Specify the Record Commands to Display on a Report

By default, every record command available for your report is enabled, with the exception of the Incident > Fill Inbox command, but you can remove record commands you do not want staff members to access.

Before you start

The Records button is disabled on reports that do not have rows that display or are associated with unique records.
Record command buttons and right-click menu options are added automatically depending on which record commands are enabled for the report. The enabled record commands also determine which record command links are available, but these need to be added to the report manually. See Adding record command links.

Here's what to do

  1. Open the report you want to edit.
  2. Click the Home tab and click Records.
    The Customize Record Commands window opens.
  3. To remove a record command from the current report level, expand the record commands list to find the command you want to disable and clear the check box next to the command.
  4. To restore the default record commands for all levels in the report, click Reset All.
  5. Click OK to save your changes.
  6. Click Save.