How do I keep report customisations so they are remembered next time I generate them - Memorised Rep

Datarec

A secondary question from a another community post asked:

"I like to see my debits and credits on most reports and I have to keep turning them on everytime I pull a report.  Is there a way I can turn them on as default and if I don't want them I turn them off."
'Fast Report' from Bank Register


You need to make use of the Memorised Reports function.

That way you can firstly generate the default basic report, customise it to your needs and then memorise it. When you next need to generate the report, you can make use of the one that you had previously customised and memorised.

1) Generate a report (in this example, we use the Open Invoices report)

  - Click on the Reports menu, choose Customers & Receivables then Open Invoices

2) Click on the Modify Report button

  - In the Display tab, select the additional columns you want to see such
  - In this example, choose Debit and Credit then click the OK button

3) Click on the Memorise button

  - Give the report a name, save it as part of a Memorised Report Group if required, then click OK





* Data Recovery Team *