60 lines
3.0 KiB
HTML
60 lines
3.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Memorize a Report</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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span.hcp3 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Memorize a Report</p>
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<p class="help-text"><a href="reportsoverview.htm">Reports Overview</a> <span class="hcp1">|</span> <a href="reports01.htm">Run a Report</a> <span class="hcp1">|</span> <a href="reports02.htm">Modify a Report</a></p>
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<p class="help-text"> </p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">Once memorized, your reports are added to the Report menu and the Report Center under the category <font class="hcp2">Memorized Reports</font>. Optionally, you can define new report types, which allow you to sub-categorize your memorized reports.</p>
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<p class="Help-Info-Line">To memorize a report:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Run the report in the normal manner, <a href="reports02.htm">modifying</a> it to include the data and display options you want.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">M</span><font class="hcp2">emorize this report</font> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Memorize Report dialog is displayed.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Give your memorized report a unique name and assign it to a report type.</p>
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</li>
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</ol>
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<p class="Help-Indent">Select <span class="hcp3">M</span><font class="hcp2">anage My Reports</font> to add a new report type or to <a href="reports_manage.htm">manage</a> your existing types.</p>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">OK</span>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="reports_working_with_displayed.htm">Work with a displayed report</a></p>
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</body>
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</html>
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