Memorized Reports & Date Presets

Configure a report's filters, dates, and grouping once, then save it. Reopening loads everything exactly the way you left it — and date presets like This Quarter or Last Year recalculate automatically.

Overview

A memorized report stores every parameter you've set on a report:

• Date range (or a rolling preset)
• Dimension filters (Class, Location, custom dimensions, Sales Rep)
• Account filters
• Comparison columns (prior period, prior year, budget)
• Cash vs accrual basis
• Drill-down level / grouping

Run the saved report and Kantivo replays all of it. No re-configuring the parameters every Monday morning.

Memorize a Report

1. Open any standard report or the Custom Report Builder
2. Set every filter, date, and option exactly the way you want
3. Click the 💾 Memorize button in the report toolbar
4. Give it a name, optional description, and choose a folder (or leave at root)
5. Choose Private (only you see it) or Shared (everyone in the company)
6. Click Save

The report now appears in Reports → Memorized Reports.

Date Presets

Memorizing a report with a hard-coded date range pins it to those exact dates forever. Often that's not what you want. Use a date preset instead — Kantivo recalculates the range every time the report runs:

Folders

Organize saved reports into folders. Common patterns:

• By cadence — Daily / Weekly / Monthly / Quarterly
• By audience — Board pack, Owner, Bank, Tax prep
• By department — Sales, Operations, Finance

Create a folder when you save your first report into it — type the folder name in the folder field and Kantivo creates it on the fly.

Private vs Shared

Two visibility options:

• Private — only you see and run it. Use for exploratory reports, drafts, or anything sensitive.
• Shared — everyone in the company sees it in the Memorized Reports list. Anyone can run it; only the creator or an Admin can edit or delete it.

Run & Edit

From the Memorized Reports list:

• Click the report name to run it (opens with the saved parameters)
• Click the ✏️ icon to edit the saved parameters (rename, change folder, swap private/shared)
• Click the 🗑 icon to delete it

You can also overwrite the saved parameters: open the report, tweak the filters, click 💾 Memorize again, and choose Update existing when prompted.

Scope & Permissions

Memorized reports live within a company. Switching companies shows you that company's memorized list.

• Anyone can memorize a private report
• Anyone can run a shared report they can see
• Creator or Admin can edit or delete a shared report
• Only Admin/Manager can move shared reports between folders if needed