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Level 1

How to create favorite report

Under the reports drop down menu there is an option for favorites - how do you make a favorite? 

What is the difference between favorites and memorized reports?

Thanks

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QuickBooks Team

How to create favorite report

Hi there, @businesstoday.

 

Welcome to the Community family. I can help you create a Favorite report in QuickBooks Desktop for Mac.

 

There's just an easy step to follow in making your report a favorite. On the report page, you can click the Star icon to add it in the Favorite Reports section.

 

Once you mark a report as favorite, you may easily run it repeatedly without having to set them up each time. Other users with the permission to generate reports can also access your Favorite Reports.

 

On the other hand, a memorized reports are those you want the same settings of the customized report to be available for future use. This way, you don't have to go through the customization process again.

 

To memorize a report:

  1. On the report page, click the Customize button at the top to create your own report page.
  2. Make your own available columns and filters differ for each report, add data or remove information on the header/footer, and personalize the font and style of the report.
  3. Then, click Save Customization.
  4. Follow the on-screen instructions to save the customized report.
  5. Click OK.
  6. Open the customized report and click the Memorize icon beside the Favorite icon.

That should help you create a Favorite and Memorized reports in QuickBooks Desktop for Mac. Let me know how things go once you've tried the steps. I'll be on the lookout for your reply and to further assisting if you have other questions. Wishing you and your business continued success.

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