🧠 What Are Macros?
Macros are saved combinations of a report type and its associated filter settings. They allow users to quickly regenerate frequently used reports without manually reapplying filters each time.
🔹 Key Benefits:
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Time-saving: No need to reconfigure filters for recurring reports.
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Consistency: Ensures reports are run with the same parameters every time.
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Convenience: Easily accessible from the reporting dashboard for fast execution.
Think of a macro as a shortcut to your most useful report setups—perfect for regular performance reviews, financial summaries, or operational snapshots. selected report, along with its applied filters, can be saved as a Macro for future use—allowing you to quickly regenerate the same report without reconfiguring the filter settings each time.
🛠️ How to Create a Macro in Acquaint
A Macro in Acquaint is a saved combination of a report and its filter settings. It allows you to quickly re-run commonly used reports without manually reapplying filters each time.
✅ Step-by-Step Guide
1. Open the Report Viewer
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Navigate to the Main Tab → More → Reports , depending on the type of report you want to save.
2. Select Your Report
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Choose the report you want to run (e.g., Product Sales Report, Appointment Analysis, etc.).
3. Apply Filters
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Set your desired filters:
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Date Range
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User
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Site/Branch
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Detail Level
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Any other relevant criteria
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4. Run the Report
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Click Run to generate the report and confirm that the output matches your expectations.
5. Save as Macro
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Look for the Save Macro option (usually located in the bottom right of the page).
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Enter a name for your macro that clearly describes its purpose (e.g., Monthly Sales by Branch).
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Optionally, add a description for future reference.
6. Confirm & Save
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Click Save to store the macro. It will now appear in your Macros list for quick access.
📂 Accessing Saved Macros
To run a saved macro:
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Go to the Load Macro button within the Reports screen.
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Select your macro from the list.
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Click Run — the report will generate instantly using the saved filters.