Why memorize a report?
Whenever you change the settings for a report (modify it), you can memorize
the report with the new settings and save it in the Memorized Report List.
Then, when you want to create a similar report, you go to the Memorized Report
List to find it.
Important: QuickBooks memorizes the report settings, not the data in
the report. When you display a memorized report, it applies the settings you
memorized, but displays the latest data. For example, if the report date is set
for the period Last Month and you memorize the report in September but recall
it in December, the recalled report will have data for November, not
What if I want to save the current data
from the report I'm memorizing?
To do this task
After you have customized a report, click Memorize at the top of the report.
If you have changed an existing memorized report, indicate
whether you want QuickBooks to replace the earlier report (under
the same name) or create a new memorized report (under a new
In the Memorize Report window, enter a title for the report.
If you want to assign the report to a memorized report group,
choose Save in Memorized Report Group and choose the group from
the drop-down list.
You must already have the group set up on your Memorized Report
List. You cannot create a new group here.
Save the data from a
memorized report group