Saving 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 additionally 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 as desired.

  1. Once the report has been generated and customized, click Memorize.

Memorize option in report tool.

 

  1. Enter the Report Name and click Memorize Report.

Memorize Report menu.

 

  1. The report can now be accessed under the REPORT header under the Memorized Report list.

Memorized Report list under the REPORT menu.