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REPORTS AND GRAPHS

QuickBooks provides many preset reports about all aspects of your business finances. With the
Report Finder, you can browse the reports related to what you're interested in, learn what each has to
offer and locate the exact report you need.

When you find the report you want, you can display it in the Report window, just as if you had created
the report by choosing its name from the Report menu.

If you don't need to view the report in the Report window, you can print the report or send it to Excel
directly from the Report Finder. You can also customize the report's content, filter the report, or
change the report's date range without displaying the report. This is a faster way to create, modify, or
print reports.

FINDING THE RIGHT REPORT

1. From the Reports navigator, choose Report Finder.

2. In the 'Select a type of report' list, select the category that most closely fits the type of report
you're looking for.

3. In the 'Select a report' list, select one of the reports listed.

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4. Check the sample report shown on the right. If it doesn't show the kind of information you
want, select a different report.
5. When you've found the report you want, do any or all of the following:
· Change its date range.

· Click Modify Report to refine the report before you view it, print it or export it to
Excel.

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· Click Display to view the report in the Report window.

· Click Print to print a copy of the report to your printer.

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· Click Export to open the report as a worksheet in Excel. Then, click Export again.

MEMORIZING REPORTS

QuickBooks allows you to memorize reports and recall these reports at any time from the Memorized
Report List.

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Creating a Memorized Report

1. In the report window, make any changes you want.

2. Click Memorize. Enter an appropriate name for this report in the Memorize Report window.
You also have the option to select Save in Memorized Report Group and choose a report
group from the drop-down list. Click OK.

Viewing a memorized report

1. From the QuickBooks Reports menu, choose Memorized Reports and then Memorized
Report List.

2. Select the report you want to view and click Display.

Editing a previously memorized report

1. View the memorized report as described above, and in the report window, make any changes
you want.

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2. Click Memorize in the report window. You will receive the message “The report you are
memorizing is a memorized report. Would you like to replace the original memorized
report or create a new one?”

· If you click Replace, you will replace the original memorized report under the same
name.
· If you click New, enter an appropriate name for this report in the Memorize Report
window. You also have the option to Save in Memorized Report Group and choose
a report group from the drop-down list. Click OK.

NOTE: QuickBooks memorizes the report settings, not the data in the report. When you recall
a memorized report, it applies the settings you memorized. 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 August.

References
Quicken. (2007). Manual for QuickBooks 2007/08. Makati City: Waine's Software Technologies.

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