How To Memorize a Report

Many managers and staff review the same report. The most current data may be included, or the information may always look a week, month or quarter in the past. Or the information may include only certain projects or information for specific project managers.

BillQuick’s Memorize Report feature saves time by defining report filters once, then saving the report and its filters to run anytime. (If you want to schedule a report to automatically run and be delivered to someone, click here.)

Note: Items may vary based on your version of BillQuick. The instructions below are for BillQuick 2010.

Here’s how you memorize a report:

1. Select All Reports from the Reports menu.

2. Find the report containing the information you want in the Category list and then select it. For example, let’s memorize the Project Profitability Summary report.

3. In the Date Filters section, you will most likely want to use a dynamic Period filter. BillQuick includes the most common periods for the current and prior year. For this example, let’s assume project managers are responsible for the profitability of their projects. They need to see project life-to-date information, so we choose All Dates.

4. In the Other Filters section, select Project Manager from the drop-down list. We will memorize the profitability report for CJ, one of the project managers.

5. Click the Preview button to view the report.

6. Back on the All Reports screen, click the New button in the the Memorized Reports section (lower left).

7. In the Save window, type a descriptive name for the saved report. In this example, CJ Project Profit Summary will be clear to anyone who sees it on a menu. Click Ok.

8. From the Reports menu, select Memorized Reports. You — or CJ –can now run CJ’s profitability report anytime.

Want to automate running this report and others?

Want to automatically email reports to managers and staff?