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LSE
Super Explorer **

How can I delete a memorized report?

Trying to delete memorized reports that we no longer need. Can't seem to find how to do so.

Thanks in advance,

Laurie

15 Comments
Established Community Backer ***

Re: How can I delete a memorized report?

Go to Reports menu > Memorized Reports List. Here is the list, the same as any list. Single-click what you want, to Highlight it. Delete it using Edit menu > Delete, Right Mouse Click contextual menu > Delete, or Ctl D = Delete.

LSE
Super Explorer **

Re: How can I delete a memorized report?

Thank you. I will try this tomorrow.

LSE
Super Explorer **

Re: How can I delete a memorized report?

:smileysad: Not working for me..... Once I highlight the memorized file it opens and cannot delete.

 

Sorry, but thanks,

Laurie

Established Community Backer ***

Re: How can I delete a memorized report?

This is a setting in your computer system: "Once I highlight the memorized file it opens and cannot delete."

 

It typically requires a Double-Click to trigger a report. A Single-click is Select = Highlight; a Double-Click = Run.

 

In the Memorized Reports list, you Single-click a report, you see it is now Selected, and you use any of the functions, including the button bottom left, to Delete that one just selected. Not Open. Just Selected.

 

I would check my Windows Mouse settings for if single-click or double-click has been affected. That's an option for all Windows computers.

Active Member

Re: How can I delete a memorized report?

This does not work on my QB Enterprise.  Right click does not access any menu.  It does nothing.  This is extremely irritating.  Its TOO EASY to memorize reports, and we REALLY need a way to clean up the trash that uninformed users have created.  Anyone else help with this?

Active Member

Re: How can I delete a memorized report?

We are unable to delete memorized reports in QB Enterprise 18.  Reports>Memorized Reports>Highlight the report, right click, and nothing.  no menu, unable to use delete key, very frustrating.  Anyone else able to help?  (Uninformed users have created lots of memorized reports that clutter and confuse, need to be deleted.)

 

QuickBooks Team

Re: How can I delete a memorized report?

Hi there, Craddock-Kathy.

 

Thanks for getting back to us. Allow me to jump in and provide some insights about deleting memorized report in QuickBooks Desktop. 

 

Once the memorized report doesn't have an option to delete, this may cause by the user-restriction. You'll need to ask permission to your QuickBooks admin so you'll be able to have an access to delete the memorized report.

 

For additional reference, you can check this article to learn more about QuickBooks Desktop Users and Restrictions

 

Once you have an access, you can now now delete a memorized report by following these steps: 

  1. Go to the Reports menu and select Memorized Reports then Memorized Report List
  2. Find the report you want to delete.
  3. Right click the report and choose Delete Memorized Report (or press Ctrl + D on your keyboard).
  4. Select OK when you receive a prompt asking if you want to delete the memorized report.

You can check this article for your reference: Create, access and modify memorized reports.

 

if you need assistance from our live support, I recommend calling our QuickBoks Desktop Support Team. They have the tools to do a remote session and walk you through the process.

 

Here's how you can contact our live support:

  1. Follow the Official Intuit Contact link.
  2. Select your QuickBooks product.
  3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
  4. Click Get Phone Number at the bottom.

That should do it! Feel me in if you have any other questions about the memorized report. I'm always here to help you out. 

Established Community Backer ***

Re: How can I delete a memorized report?

@Craddock-Kathy

 

You also can try this: "Reports>Memorized Reports>Highlight the report, right click, and nothing.  no menu, unable to use delete key, "

 

Single-Click a report. Now use the Mouse to look at Edit Menu > Delete will be here. If it isn't available, you are a restricted user. Always use the Edit Menu to see a Contextual Menu to what you can do. Not all functions offer a right click Mouse contextual menu.

Established Member

Re: How can I delete a memorized report?

None of the above answers works.  I am the administrator and I can't right click and get a menu, use Control Delete or Edit Delete.  I am the only person who has created memorized reports so it isn't a permissions issue.

QuickBooks Team

Re: How can I delete a memorized report?

Hello there, cdunlap.

 

I appreciate you for trying out all the steps shared above. I want to make sure you are taken care of.

 

The steps provided above should help you delete a memorized report in QuickBooks Desktop.

 

However, if it's not letting you delete the report, you'll need additional help from our QuickBooks Desktop Support. They have the advance tools like screen sharing to be able to take a closer look and further investigate.

 

Here's how:

  1. ​Sign in to your QuickBooks Desktop company.​
  2. Select QuickBooks Help.
  3. Click Contact us.

Desktop Contact.PNG

Let me know how it goes. I'm still here whenever you need help with anything about QuickBooks.

Experienced Member

Re: How can I delete a memorized report?

This does not work.  If I highlight the memorized report I want to get rid of it opens when I release the mouse button.  Right Click on the name of the report does nothing.QB Pro 2018.

Experienced Member

Re: How can I delete a memorized report?

This does not work.  I checked and I am the administrator.

Experienced Member

Re: How can I delete a memorized report?

Does not work.  Checked mouse settings and nothing wrong there.  No other porgram has a problem with mouse.

Experienced Member

Re: How can I delete a memorized report?

the steps outlined above do not work.  I am the administrator.  R click of mouse does nothing.  Salem with Ctrl D.  Usine QB Pro 2018 destktop.

QuickBooks Team

Re: How can I delete a memorized report?

Hi @iowauser,

 

Thank you for your reply and I appreciate the details you've provided.

 

I'd suggest you try to right click other reports on the Memorized Report List to see if the same issue persists. If it does, you can try to verify and rebuild your company file to see if that helps.

 

Here's how:

  1. Go to the File menu, then select Utilities and then click Verify Data.
  2. After that, move to the File menu again, then select Utilities and then click Rebuild Data.

In case you send out reports on a certain schedule, you can take a look at this article: Set up and modify Scheduled Reports. The article lists the requirements for scheduled reports. It also has the steps on how to set up, edit or delete a scheduled report.

 

If you have any other questions, drop them as a comment below. I'll make sure to get back to you.