How do you save a standard report with current time periods and settings?

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To save a standard report with current time periods and settings, the appropriate choice is memorizing the report. When you memorize a report in Sage Intacct, it allows you to retain the specific configurations, such as the selected time periods, filters, and display settings, so that you can easily access and generate the same report in the future without having to reenter all the criteria.

Memorizing a report ensures that the user can pull up the report quickly with all the preferred settings intact, enhancing efficiency and consistency in reporting tasks. This is particularly useful for recurring reporting needs where the same parameters are frequently utilized.

On the other hand, exporting a report typically allows you to download the data in a different format, but it does not save the report configuration within the platform for future access. Printing a report outputs a physical or digital copy of the report but also doesn’t retain the settings for later use. Scheduling a report sets it to run automatically at specified intervals but does not directly save the user's individual current settings for ad-hoc reporting.

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