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.

  1. As an example, go to the Balance by customer (AR632500) window.
  2. On the Report parameters tab, make your selection.
  3. Click Save template. The Enter template name dialog box is displayed.
  4. Enter a name and click OK. Your template is displayed in the Template field.

    You can make several templates with different criteria.

Related tasks

Use additional sort and filters on reports

Change report font

Create a report with filters

Create a report template

Related windows

Supplier history (AP652000)

Aged outstanding (AP631500)

Balance by supplier (AP63250S)

Aged past due (AP631000)

Supplier summary (AP401000)

Send reports (SM205060)