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
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
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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