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QBDT: Group Memorized Reports for Faster Monthly Updates

Goal​

Put all BizVisualizer memorized reports into a single Memorized Report Group so you can update ending dates quickly and generate reports in one pass.

Step 1: Open the Memorized Report List​

  1. Go to Reports menu
  2. Select Memorized Reports
  3. Choose Memorized Report List

Step 2: Create a new group​

  1. Click Memorized Report button
  2. Select New Group
  3. Name it something like:

BizVisualizer

Step 3: Move reports into the group​

You can do this in either of two ways:

Option A: Drag-and-drop​

Drag each memorized BizVisualizer report into the group. Or edit the memorized report and add it to your group.

Option B: Edit each memorized report​

  1. Select a report
  2. Click Memorized Report button, then Edit Memorized Report (or Ctrl+E)
  3. Select Save in Memorized Report Group:, then select your BizVisualizer group
  4. Click OK

Step 4: Use the group to generate reports​

  1. While displaying the Memorized Report List, select the group (not an individual report)
  2. Click Display
  3. Update the ending dates in the list (as needed)
  4. Click Display again to generate the reports

Then export each generated report to Excel/CSV.