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  1. Open the Report Manager screen. Refer to Report Manager.
  2. Select the specific report that you want to archive. Let us use Trial Balance Detail report as a sample.
  3. Open the report's Report Parameter screen. You can do this either by clicking the Print toolbar button or by double clicking the specific report.

  4. Preview the report by clicking the Preview toolbar button on Report Parameters screen.
  5. Close the Report Viewer screen, or if there are multiple open reports close only the specific report you want to archive. The system will prompt you to archive the report.

  6. Click Yes on message. The Archive Report screen will be displayed.
    Note that the No button will simply close the message without archiving the report.
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  7. Input Name and Description, then click OK button. This report will then be added to the Archived Reports.