Memorizing Reports


To memorize a report:

  1. From the Reports window, select the report that best models the report you wish to memorize.
  2. Enter report parameters as you would for any report.
  3. Do not select OK to run the report; go to Presets from the parameters window.
  4. From the Presets menu, select Memorize Report.  You will be prompted to add a report title and text for the report tab as it will appear in the Reports window.

     
  5. Enter the data as prompted.
  6. If you wish to run this report in the future without any manual prompting, select the option Run Report without a User Interface.   This means the report will run without offering the Report filter.
  7. From the Output drop-down menu, select the format for output:  

    •    Display Only
    •    PDF Only
    •    PDF & Display.
     
  8. Click OK.

Once the report is memorized, you can run it just as you would pre-loaded reports from the Reports window.

 

 

Updated on Mon, 12 Apr 2021 by Angela Chiaravalle

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