Memorize a Report

Reports Overview | Run a Report | Modify a Report

Once a particular report format has been defined, you can memorize it and then immediately run the report at anytime with a single click from the Reports menu. Note that you are memorizing the report format (display options, filtering, date range, etc.) and not the specific report data. This allows you to memorize and run dynamic reports (sales month-to-date, etc.) whenever you want, with the format always the same but the data updated to the current time.

Once memorized, your reports are added to the Report menu and the Report Center under the category Memorized Reports. Optionally, you can define new report types, which allow you to sub-categorize your memorized reports.

To memorize a report:

1. Run the report in the normal manner, modifying it to include the data and display options you want.

2. Select M emorize this report from the I Want To menu.

The Memorize Report dialog is displayed.

5. Give your memorized report a unique name and assign it to a report type.

Select M anage My Reports to add a new report type or to manage your existing types.

6. Select OK.

Related Topics

Work with a displayed report