Many mangers and staff review the same report or set of reports. You can apply filters or modify a report to suit your needs. It is a good practice to memorize a modified or regularly viewed report to save time and for quick access. For example, you can memorize a profit report or a staff utilization report to show the previous month’s information. BillQuick Online allows you to memorize a frequently run report along with the filter settings. When you are in the Report Center or preview window, you can memorize a report by applying the desired filters and giving it a new name. It will then show up in the Memorized Reports list on the Reports menu and on the Memorized tab of the Report Center. The Memorize feature allows you to categorize your reports the way you prefer.
Name:
Enter a descriptive name for the memorized report. Memorized report name cannot exceed 50 characters. This is necessary to avoid overwriting the original report
Save in Report Group:
While memorizing a report, you can define or select a report group for it. This enables you to categorize a report the way you prefer. For example, you can memorize the utilization and profitability reports for employees for the current year and then put them in the Staff Performance report group. The memorized reports are database-specific.
Create New:
Select this option to create a new report group. It is activated only when Save in Report Group has been selected.
Is Private:
Select this check box to prevent other BillQuick Online users from viewing your memorized report.
Help:
Click to access the BillQuick Online Help.
OK:
Click to save your settings and close this window.
Cancel:
Click to close this window without saving any settings.