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. 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; select Presets from the lower left corner of the 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 the future without any manual prompting, select Run Report without a User Interface. It will run using the memorized options without offering the Report filter.
7. From the Output drop-down menu, select the format for output:
•Display Only
•PDF Only
•PDF & Display.
PDF output will be sent to the folder specified in Configuration Options.
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If a location is not defined in Configuration Options, The Edge will create a PDF folder in the Shared Folder and update your Configuration Options. |
8. Select OK.
Once the report is memorized, you can run it just as you would any other.
