Memorized Reports

Memorized reports are used to help eliminate the need to remember report criteria. It allows the user to preset and save all report criteria. A memorized report can be selected from the list and executed without having to make any changes to the criteria.

To create a memorized report, select Configure | Memorized Reports. A window similar to the following will appear.

Click the Add New button. The report criteria form will appear.

The Report Settings section contains a field to Name the memorized report. Enter a meaningful name for the report. Finish by selecting the report criteria to generate the desired report. The following is an example of a memorized report.

Click the Save Changes button to continue. To add additional memorized reports, click the Add New button.

To generate the report, select the report from the list and click the View Report or Print Report buttons.

Interact Server

Use Interact Server to schedule memorized reports to run on a regular schedule.

Related Links

Reports

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