Hi
Is there any way of adding folders to the memorized reports list so as to make them more organised and easier to find.
Alternatively, can they be nested as in Reports>Sales>Summary Sales (Daily) ....
Many Thanks
Coonawarra
Nesting Reports
Jun 28, 2006
1 Replies
Coonawarra,
No, additional folders can't be used, but, just use the naming conventions as RMS does (look at the reports dropdown, Customer, Sales, Items, Quotes/Orders, etc). We have starting doing this with our Custom reports too.
Save the memorized report as Sales - Detailed Sales for Coonawarra or Items - Count Sheet for Coonawarra
Then after clicking on the Report name header, all of the Sales reports will be grouped together, Items, Customer, etc.
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