How Do I Memorize Reports?

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.

You can memorize a report from the Report Center screen. The Memorize Report screen allows you to categorize your memorized 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.

1. Click Reports on the navigation bar to open the Report Center.
2. Select the desired report on the Standard tab in the left panel. For example, Project Profitability Summary report.
3. Apply the desired Date Filters. For this example, let us assume project managers are responsible for the profitability of their projects and need to see project life-to-date information, so choose All Dates.
4. In the Other Filters section, select Project Manager from the drop-down list. You can memorize the profitability report for one of the project managers.
5. Click Memorize to create a new memorized report.
6. In the Memorize Report screen, enter a descriptive Name for the report.

7. Check ‘Save in Report Group’ option and enter the group in which you want this memorized report saved.
8. When you have finished, click OK.

You can see the new report listed on the Memorized tab of the Report Center. You or the project manager can now run the profitability report anytime.