Memorizing Data Reports

The report tool allows the user to Memorize, or save, a loaded report that can be accessed for future use with a single click.  Memorized reports can be configured to generate and send PDF or CSV copies of the data automatically on a user-defined schedule via Email or FTP.

Before memorizing the report, ensure that the report has been generated and customized to user specifications. Reference the articles below for information on report generation and customization options.

 

Once the report has been generated and customized to user specifications, click Memorize.

Memorize option

 

Enter the Report Name and click Memorize Report 

Memorize Report

 

The report can now be accessed under the Report header.

Memorized Report under the report tool