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).
Customize Icon Bar.
Select MemRpts & click OK.
Print a list of Memorized Reports (useful if you have a large number of reports memorized):
From the Memorised Reports list, click Memorised Report button (foot of screen).
