Save reports

This topic describes two methods for saving reports.

Save (memorize) basic column layouts, settings, and record limits

If you change a report's basic column layout, settings, or record limits, you can save (memorize) these preferences by clicking the small Memorize button under List Options. When you are prompted to select what you want to memorize, select Layout, Settings, or Rec. Limit and click Save.

If you want to save report filter selections or column groupings, you must save the report as a custom report by clicking the large Memorize button under Memorize.

Save (memorize) reports as custom reports

If you want to save the filters that you selected when you generated a report, or more complex layouts like column groupings, you need to save (memorize) the report as a custom report.

You can save a report as a custom report by clicking the large Memorize button under Memorize. When you are prompted to enter a File name, enter a unique name for the report, e.g., Detailed Sales Report Grouped by Department. It is best practice to save the custom report to the Memorized folder, because reports saved under other folders may be overwritten when RMH is upgraded.