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Memorize the Report Parameters

Memorizing a report saves only the parameters of the report, not the actual data. You can memorize NextGen® Document Management report filter criteria.
In this procedure, the Batch Listing report is used to explain the process of memorizing a report.
  1. Open NextGen® Enterprise PM.
  2. On the toolbar, select Posting.
    The window opens.
  3. In Batch Posting, select the open menu button.
  4. Select Print, and then select Batch Listing.
    The Batch Listing report generates.
  5. On the toolbar, select Report Filter.
  6. In Report Filter: Batch Listing, select the applicable tabs, set the report filter criteria, and then select OK.
    This functionality works the same as the other reports in the application.
    The report regenerates based on the filter criteria.
  7. On the toolbar, select Memorize Report.
    The Memorize Report window opens.
  8. In Save As, enter the report name, and then select the applicable type of report.
  9. In Allowed to Run, select the user allowed to run this report.
  10. Select a user to run the report, modify the report, and save the report.
  11. Select OK.
    The report criteria is memorized.
Memorize the Report Parameters