Ok, I have never needed to use Prepared Report feature until now. So I went to these instructions to see how to do it:
In the instructions it says to use the Role Permissions for Page and Report to make the option available for any report in the list. So I did that for the “Sales Invoice Trends” report.
Why would I do that? (you may ask)
Well I have a commercial customer that has called in and requested information on every item they have purchased this year and what they have spent for the year.
It turns out the “Sales Invoice Trends” report allows you to group the report by “Customer” in the third, normally empty, search criteria box at the top of the screen. This however, attempts to search all items across all customers in order to sort the data in the report. This causes the dreaded timeout errors.
That makes this the logical candidate for the Prepared Report function. However, after going through the Roles Permission for Page and Report to make sure this is enabled for this report, when I actually run the report with the correct sorting criteria, it still times out and does NOT give me the option to “Generate New Report”
There is also no indicator that it would be running the report in background.
(Yes, I did use the “reload” function to make sure the new report settings were in place)
Am I doing this right?
Did I miss something?
Are these instructions still valid?
Does anyone here have experience with this function that can explain it any better?