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Chapter 9. Setting Up Services, Customer... > Making Reports Based on Items

Making Reports Based on Items

The purpose of items in QuickBooks is not just to make forms more convenient, but to put more meaningful information at your fingertips. QuickBooks enables you to select particular items from lists and generate reports on all (or only) the data you want. Reports are the key and, as you shall see, are available from a drop-down menu on every list of items.

It’s easy to create filters in reports, screening out information that you don’t need to see at the moment. After you’ve created a report, you can memorize the report (retaining the format and scope of the report) even as the data changes over time. Also, you can graph your report. Viewing data pictorially can illuminate seemingly insignificant differences in data.


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