We have not moved all the canned reports, but have moved the reports we use to a group at the top of the list under reports.  This stays the same during upgrades and doesn't have to be redone.  In the report manager, you can rearrange the order of the reports by highlighting your report and clicking "Arrange".  Move your reports to the top.  They will remain there after an upgrade.

As far as the menu groups, it is recommended that they remain in the default menu group order, followed by your custom menu groups, followed by reports with no menu group. Reports have disappeared from the menus when the menu groups are rearranged in any other order. How they are arranged within a menu group does not matter.

Hi Chuck, 

The XXuser.mnu files (where "XX" represents the application abbreviation such as AP, GL, etc) is what stores your report menus and any changes you make in Reports Manager. Those should not change during an upgrade, unless you migrate to a new server in which the install will install the default XXuser.mnu files. But in either case, it is still a good idea to make a backup.

If you end up having a situation where you need to restore those XXuser.mnu files, then after restoring, you will need to run the Configuration Hub to resync the report menus with Security Administration.  How do I run the Configuration Hub?

This is for the Accounting and Project Management applications. PO/IV is different, which I don't have the information on how that works. You may want to speak with a PO/IV Support Analyst about it.

Thank you both for the info! Ironically enough, missing reports on the menus is another problem that I was working on alongside this question. We are specifically having trouble in our Payroll module. By chance, do you happen to know the default menu structure for Payroll reports? I'd rather not do the modified install to restore the default .MNU if I can avoid it.

Thank you! That sums up everything nicely.

The default menu order for Payroll is:
- Pay Period Processing

- Registers

- Union Reporting

- Tax Preparation

- Reconciliation

- Other

- Employee Totals

- Lists

- Setup

- ACA Reporting

After re-ordering the reports, run the Configuration Hub  How do I run the Configuration Hub?

If you're still having a problem with missing reports, then call Support to get a case started as there may be some corruption in the Security file that we'll need to fix.

Again, your help is greatly appreciated! I will give this a try and follow up with support if needed.