QuickBooks 2011: The Missing Manual

Memorizing Reports

If you take the time to customize a report to look just the way you want, it’d be silly to jump through those same hoops every time you run that report. By memorizing your modified reports, you can run them again and again with all your customizations just by choosing Reports→Memorized Reports, and then picking the report’s name on the appropriate submenu.

When you memorize a report, QuickBooks remembers the settings—like date range and filter criteria—but not the data itself. So if you memorize a report whose date range is set to This Month, the report shows the results for June when you run the report in June, but shows results for December when you run it in December.

Here’s how you memorize a report you’ve customized:

1. Review the report to make sure it has the information and formatting you want.

   If you notice later that you missed a setting, you can make that change and memorize the report again.

2. In the report’s window, click the Memorize button.

   QuickBooks opens the Memorize Report dialog box, which is small and to the point. If you’re memorizing a standard report, the dialog box contains a Name box and a checkbox for choosing a memorized report group. If you’re rememorizing an existing memorized report, the dialog box contains Replace, New, and Cancel buttons. Click Replace to rememorize the existing report with the new settings. Click New to create a new memorized report from the current one.

3. In the Name box, type a name that indicates what the report shows, like ...