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  • Click on the dropdown to view any previous Memos



Reporting on Account Memos

There is a report that can be run to show you all of the Memos on Accounts in Sigma:

  • Open the Reporting Activity
  • Highlight all the Accounts, or selected specific Accounts
  • From the Reports list (on the right hand side) and click on Action Memo Report
    • Include All Memos:  Tick
    • Click Include All Commodities  OR
    • Select the one Commodity you want to view
  • Click Run Report

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Optional Exercises to consolidate learning

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