Use report templates
If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection.
This applies to several reports in Financials.
How to create and save a template
- As an example, go to the Balance by customer (AR632500) window.
- On the Report parameters tab, make your selection.
- Click Save template. The Enter template name dialog box is displayed.
- Enter a name and click OK. Your template is displayed in the Template field. You can make several templates with different criteria.