Manage my Reports

How do I?

Run a report Modify a report Drill down to report detail Memorize a report Export a report to Excel Use security access levels | Run multiple reports Run cash drawer reports Run Merchant Service reports Use the report Dashboard Refresh report data View a chart or graph

You can use the Manage My Reports window to add, remove, rearrange, or rename your report types and memorized reports.

To access the Manage My Reports window:

- Select M anage My Reports from either the Report Center I Want To menu or from the Memorize Report dialog.

Options available on this window:

Move reports Drag and drop report types and individual reports or use the move up/down buttons to arrange them in the order you prefer. Reports can be moved from one report type to another. This will affect the order in which your memorized reports are displayed on the Reports menu and in the Memorized Reports section of the Navigator.

Add new report type Select to add another report type, allowing you to sub-categorize your reports the way you prefer.

Rename reports or report types Your memorized reports or types can be renamed at anytime.

Copy a report Use to create a new memorized report the same as, or very similar to, an existing memorized report. Modify the copy if changes are required.

Delete report or report type Your memorized reports or types can be deleted at anytime. Deleting a report type deletes all reports contained therein. If you want to save the reports, move them to another type before deleting the type.