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Chapter 18. Preparing the Top Ten QuickB... > Memorizing a Customized Report

Memorizing a Customized Report

When you take the time to set specific dates, introduce filters, and customize the header and footer of a report, it seems a shame to close the report window and not be able to return to that report without customizing a report all over again. Instead of starting from scratch each time you want to view a special report, save the report with the QuickBooks memorization feature and then recall the report from the QuickBooks menu whenever you want to see it.

Memorize a Customized Report

Customize a report as described in the previous tasks.

Click the Memorize button to save this report style for future use.

Enter a name for your memorized report.

Check here to save the report in a particular group. This step is optional. If you don't save the report in a group, the memorized report appears on the Reports menu under Memorized Reports and before report groups appear.

Select the group where the report will be saved.

Click OK.

In the future, retrieve your report by selecting Reports, Memorized Reports.


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