- Open the Report Manager screen. Refer to Report Manager.
- Select the specific report that you want to archive. Let us use Trial Balance Detail report as a sample.
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.
- Preview the report by clicking the Preview toolbar button on Report Parameters screen.
- 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.
- 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.
- Input Name and Description, then click OK button. This report will then be added to the Archived Reports.
Overview
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