Some tips when setting up Memorised reports:
Prior to memorising a report:
- Dates - select a date range from the drop-down window rather than specifying actual from to dates e.g. instead of selecting first and last day of last month, rather select 'Last Month' from Dates drop-down field. This way the date range will default to the most recent completed month, which is useful for monthly reports
- Header/Footer - specify a brief but meaningful report title in Modify Report, Header/Footer, Report Title. Consider numbering reports for future reference by inserting a number before report title. The title will also become the default name on the Memorised Reports list
- Fonts & Numbers - modify as required, e.g. for financial reports show negative numbers in parentheses and in red. Show all numbers without cents, unless essential
- Print - click the Print button to select the desired printing options. This selection will save with other settings
Accessing the Memorised Report list can be done via:
- Report Centre, Memorised button top left
- Reports on drop-down menu, Memorised Reports, Memorised Reports List
- clicking MemRpts icon on icon bar - set up such an icon as follows:
- View (from drop-down menu)
- Customise Icon Bar
- Select MemRpts & click OK
Print a list of Memorised Reports (useful if you have a large number of reports memorised):
- from the Memorised Reports list, click Memorised Report button (foot of screen)
- print list