Introduction to Memorized Reports


The Edge Memorized Reports feature allows you to create a direct button for reports with commonly used presets.  They differ from running reports using presets in that it actually creates a new report button that can be placed anywhere on the Reports menu. Memorized reports can be created from the Presets menu on any report filter.  Once they are created, you can manage them from the Administrative menu. And you can even run a group of reports together from a single button.  

What Does This Mean?

If you have reports that you run repeatedly with the same parameters, they can be readily available from the Report screen without re-selecting options.  

For example, suppose at the close of every day, you run five reports for your bookkeeper.  You might start by setting up each of the five reports as a memorized report.  Then you can group them together to run without the filter.  This collection of articles and supporting document will show you how to do that.

 

 

Updated on Wed, 05 Jan 2022 by Angela Chiaravalle

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