Memorized Graphs and Reports

You can follow the steps in this article to create a graph or report.

Memorize a Graph or Report -

After generating a graph or report, you can select the "Memorize" button on the window displaying the results.

Enter a name for the memorized graph/report and click OK.

This will save the settings that were used to generate this graph or report.
The settings will be saved to the list of memorized graphs/reports, using the name you entered.

Generate a Memorized Graph -

To reproduce a memorized graph, choose Tools > Graphs and Reports.
Then choose "Memorized Graphs" from the list of graphs on the left.
Graphs display a green (line graph) icon.
You'll see a list of any memorized graphs displayed on the right of the window.
Highlight the memorized graph name, and choose "Generate" at the bottom right of the window.
 

Individual memorized graphs will also be listed in the sidebar.
You'll find them at the top of the graph list (below your accounts).
 

Memorized graphs are also accessible from the Summary page.
If you previously removed "Memorized Graphs and Reports" from your Summary page, you can re-add this feature within your Summary Page preferences.

Generate a Memorized Report -

To reproduce a memorized report, choose Tools > Graphs and Reports.
Then choose "Memorized Reports" from the list of reports on the left.
Reports display an orange (clipboard) icon.
You'll see a list of any memorized reports displayed on the right of the window.
Highlight the memorized report name, and choose "Generate" at the bottom right of the window.
 

Individual memorized reports will also be listed in the sidebar.
You'll find them at the top of the report list (below your accounts).
 

Memorized reports are also accessible from the Summary page.
If you previously removed "Memorized Graphs and Reports" from your Summary page, you can re-add this feature within your Summary Page preferences.

Memorized Graph and Report Settings -

If you memorize a graph or report with the time period set to something other than "Custom Dates" (e.g. This Year, This Month etc.), then the time period applies to the date that the report is generated - as opposed to the date on which it was memorized.

For example, You memorize a report in January that uses "This Month" in the date field. Then you generate the memorized report in July - the report will display data that relates to the current month (July).

Edit a Memorized Graph or Report -

To edit the settings used for a memorized graph or report, choose Tools > Graphs and Reports.
Then select either "Memorized Graphs" or "Memorized Reports" from the list on the left.

Select the graph or report name, then choose "Edit".
Amend the report settings as required, then select "OK".

You'll then be viewing the memorized report, with the new settings applied.

If you'd like to update the memorized report with these new settings (so they replace the existing memorized settings), choose "Memorize".
Select the existing report name from the drop-down menu, then choose "Update".

Remove a memorized Graph or Report -

To remove a memorized graph or report, choose Tools > Graphs and Reports.
Then select either "Memorized Graphs" or "Memorized Reports" from the list on the left.

Highlight the graph or report name, then choose "Remove".

You will see a pop-up message appear asking you to confirm the deletion.
Press "Yes" and the report will be removed immediately.