Memorized reports gives the users opportunity to save the current state of a report for future yes. For example, a stock report can be customized through Report Actions with specific filters and include options to change the display of the stock report. Once customized, use the Memorize Report feature to save that report display for an easy repeat use.
When Memorizing a report, give the report a new Report Name and Description to make the report easy to find. Any of the stock reports can be memorized and saved multiple times to make running reports quick and easy.
Note: User must have access to Report Center and access to the Privileges in User Security to be able to make changes to Report Groups.
Memorized Reports (Click to Enlarge)
Memorized Reports
Memorized report section is built when users memorize a report and create memorized report groups. Created report groups are listed in the tree and each group has a set of report tiles that have been saved. Users can also identify what has been memorized by the shade of red on the report tiles and memorized groups. (See Image Above)
Memorized Report Tile: The report name will be the title in blue. Based on let's the user know which stock report the report was created.
Report Information: Click the 
in the lower right-hand corner to bring up the Edit Memorized Report window.
Memorized Report Groups
Click the 
button next to Memorized to access the Memorized Report Groups. Report groups can be created and named to assist in organizing the Memorized Reports section. Refer to Creating Memorized Report Groups for step-by-step instructions on creating groups.
Ungrouped: A default option that exists in the lists of Report groups. Users can assign memorized reports to ungrouped.
Once groups are created, users can add the memorized reports to the group at the time of creation, or by editing a report and selecting the group.
Memorized Report Groups (Click to Enlarge)
Creating Memorized Report Groups
