Quick Reports

You may have some reports that are used more frequently than others. You can save these reports from the Report List as "Quick Reports." This allows you to select and generate a report quickly without having to open the entire Report List. Quick reports are now user-id specific; therefore, the Quick Report list will display only the reports you have saved.  

Note: Quick Reports will always be sent to your default printer.

To create a Quick Report, complete the following steps:

  1. Click to open the Report List.
  2. Right click on the report you wish to save as a Quick Report.
  3. Select Add to Quick Reports for This Record Only, the Filtered record set, or All Records.

    Quick Reports

  4. Once a report is saved as a Quick Report, a pointing handwill appear in front of the report name. Now the report will appear in the list when you click the arrow button .
  5. To remove a report from the Quick Reports list, right click on a report and select Remove from Quick Reports.

    Note: For additional information, a Quick Reports tutorial movie is available.

See Also

Reports

Standard Reports

Generating a Report

Editing the Report List

Adding Reports to the List

Deleting Reports from the List

Previewing a Report

Printing a Report

Exporting a Report

Emailing a Report

Advanced Reports

Filtersets with More than 1000 Records