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Turning on the Ad Hoc Reports workspace

The Ad Hoc Reports workspace is not available to NexJ CRM users by default.

To make the Ad Hoc Reports workspace available, perform the following steps.

  1. In NexJ Admin Console, navigate to the Personalization page.
  2. In the Users area, select the user or users for whom you want to enable the workspace. You can search for an individual user, a user type, or select System to enable the workspace for all users.
  3. Click the User Options tab. In the top left corner of the User Options tab, click the Select button . The Select Option dialog opens.
  4. Add Enable Ad Hoc Reports and click OK.