Question

Memorized Reports

6 replies
64 views

I have a memorized report for a trust account. It is set up by class. It works for the last year ; but when I click on current year, it does not show anything and I know I have information for it to pull from the account.

QuickBooks Desktop

BettyJaneB

Level 9

Hi there, @Marianne 521.

Glad to have you here in the Community. Allow me to help and share some insights about this memorized reports concern.

Sometimes memorized reports are ‘corrupted’ during the memorization process, but more likely than not they become corrupted when attempting to open them without the necessary formatting being available. This can also happen if the memorized report list is damaged.

Let's try some troubleshooting steps to get this working:

First, let's re-sort the Memorized Reports list:

Click Reports.
Select Memorized Reports then click Memorized Reports List.
Click the Memorized Reports and select Re-sort List.
Click OK.

If the issue persists, run the verify and rebuild data utility to repairs transactions and damage reports in your company file:

Click File.
Select Utilities.
Click Rebuild Data.
Click OK if you receive a warning message to backup your company file. .
Click OK when you get the message "Rebuild has completed."
Run Verify Data to check for remaining data damage.

For more details about these steps, please check out this article: Resolve data damage on your company file.

You can also refer to this article about creating, accessing, and modifying memorized reports for your reference: Create, access and modify memorized reports.

If the issue persists, I'd suggest giving our Customer Care Team a call. They have the necessary tools like screen-sharing to check on your transactions to better isolate this matter.

To reach them:

In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
Choose QuickBooks Desktop.
Select the issue or topic.
Click the Green Phone button to see the support number.

Let me know the results after doing the basic troubleshooting steps above. I'll be around if you need further assistance. Have a great day!

qbteachmt

Level 11

Run your report and look top left for Dates, as memorized. It helps if you use Relative dates, such as All, or only Last Fiscal Year or This Fiscal Year. If someone hardcoded dates and Memorized it, you need to change that info and Rememorize, choosing Replace, not New.

E

Ed-IRM

I have created a memorized report. It works great for me. I have added it to a memorized group. I want my fellow workers to be able to run this new report. They can see the name of the report in the memorized group I added it to, but whenever they click on it nothing happens. I think I need to make the report a "shared" report, but I do not know how to do that. Can someone help me ??

AlcaeusF

Level 14

Thanks for joining this thread, @Ed-IRM.

Actually, you can memorize a report and not share it, and others can still access it by logging in as a new user.

There are several ways to access and open memorized reports.

From the Report Center:

Go to the Reports menu and select Report Center.
On the Report Center window, select the Memorized tab.
On the left panel, choose the appropriate group. If you didn’t assign a report group when you memorized the report, choose Uncategorized.
Double click the report to open it.

From the Memorized Report List:

Go to the Reports menu and select Memorized Reports then Memorized Report List .
On the Memorized Report List window, double click the report.

From the Reports menu:

Go to the Reports menu and select Memorized Reports.
Select the report.

If you would like to share with an existing user that doesn't have access, there isn't a way you can share an established report, but as a workaround, you can create a new memorized report using the same settings as the one you'd like to share. Here's how:

1. Open the report, then click the Memorize option at the top.

2. Select New, then enter a new name.

3. Put a checkmark on Save in Memorized Report Group, then choose a group.
4. Then, put a checkmark to Share this report template with others.
5. Hit OK.

Once done, have your fellow workers go to the Contributed tab in the Report Center to double-check. You can also delete the old one on the list to avoid confusion. For additional information, consider checking out this article: Create, access and modify memorized reports.

That should do it. Please let me know how everything goes or if you need anything else. I'm always here to help. Have a wonderful rest of the day.

B

Bkkprgal

When I selected "Share this report with others", I received an error message that said I have customizations on my report that would not work with other data files. So, it would not let me select that option. I don't want to share it with the QB community, I just need the other QB users in our office to be able to use this memorized report. Please advise.

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