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Established Member

Memorizing partially collapsed P&L reports

On my P&L report I have collapsed some account headings and not others.  Then I memorize the report.  When I ran the report from the memorization list, the accounts were no longer collapsed.  The report was in expanded form.  How do I memorize a partially collapsed report???????

I've attached a copy of the partially collapsed pdf.

 

Thank you!

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QuickBooks Team

Re: Memorizing partially collapsed P&L reports

Thanks for the attachment, marger

 

QuickBooks will only save the customization made in the Customize Report section. You will need to collapse the accounts again when opening the memorized report. 

 

We'd like to hear thoughts about saving the collapsed accounts in memorized reports. You can send a feature request directly to our engineers by clicking the Help menu and select Send Feedback Online

 

The Community is always here if you have other questions. Thanks for dropping by. 

Established Member

Re: Memorizing partially collapsed P&L reports

Having the same issue.  Would like to save the reports with certain lines collapsed and then allow a manager to access an updated report already formatted.

QuickBooks Team

Re: Memorizing partially collapsed P&L reports

Thanks for joining us here, 4mul8r.

 

This option is still not available in Quickbooks. For now, you and the manager will need to customize and collapse the columns when opening the memorized report.

 

Please send your request about saving collapsed columns when memorizing reports. Follow the steps in my previous reply on how to send a feature request.

 

The more request we receive about a specific feature, the more likely it will get implemented on future updates. Let me know if you need anything else.