How To: Save a Sales Summary Report Profile

  1. Open a Sales Summary screen (show me how).
  2. Open the tab relevant to the report.
  3. Click the F4 filter button button.
  4. Select the filters required from the drop-down list and enter data as required.
  5. Click the the disk icon is the button bar's SAVE button button above the Add new filter drop down.
  6. Enter a profile name and click on OK.
  7. Click on OK to populate the grid with the results of the selected filters.

See Also

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