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Highlighted
Level 3

memorized reports

How do I determine the original report of a memorized report I created?

 

Many thanks, 

Lisa 

5 Comments
Highlighted
QuickBooks Team

memorized reports

Hi Lisa-S. 

 

I'm happy to help you figure out which report is the original, follow these steps below:

  1. From the Reports menu, select Memorized Reports then select the report you've memorized.
  2. With the report open, select Help then QuickBooks Help (or press F1 on your keyboard).
  3. The Help Article window will open and display the title of the original report at the top of the article.

You can also check out this helpful article which highlights the process above as well as how to create, access and modify memorized reports

 

If you have any other questions or concerns, feel free to post below, thank you for your time and have a nice afternoon. 

Highlighted
Level 3

memorized reports

Hi Nick,

 

I have tried this and it does not work. Please see attached.

 

Any other way to determine the original report?

 

Many thanks, 

Lisa

 

Highlighted
QuickBooks Team

memorized reports

Hello there, @Lisa-S.

 

Let me help you access the original report you wanted to pull up. I suggest switching to single-user mode to access the report without any issue. Let me show you how to do it.

 

Here’s how:

  1. Have all users log out of QuickBooks except for you.
  2. Log in (if you are not already logged in).
  3. Go to the File menu.
  4. Choose to Switch to Single-User.

 

QuickBooks will close all open windows within the program. Then a message will appear letting you know that QuickBooks is now in Single-User Mode. 

 

If the issue persists, let's update your QuickBooks to the latest released version, here's how:

 

  1. Select the Help menu.
  2. Choose Update QuickBooks Desktop.
  3. Click the Update Now button from the Overview tab.
  4. Pick the Get Updates button.
  5. When the download finishes, restart QuickBooks.

 

For step-by-step instructions, you can read through this article: Update QuickBooks Desktop to the latest release.

 

Keep me posted if you have other questions. I'm always here to help.

Highlighted
Level 3

memorized reports

Hi Mary, 

 

I have updated my QB...I do not believe that updating has anything to do with my issue.

 

What I need to know is:
"How do I determine the original report of a memorized report I created?"

 

I tried the F1 when the report is pulled up and it does not show the original report name as I was told in a previous answer to my question. I have attached an example of what happens when I do this.

 

Can you help?

 

Many thanks,

Lisa

Highlighted
QuickBooks Team

memorized reports

Hello there, @Lisa-S.

 

I appreciated that you followed the suggested steps provided by my colleagues. However, let me add some troubleshooting steps that will help you determine the original report of a memorized report.

 

As I can see in your screenshot, it seems that you're trying to pull up an inventory report, so you can manually open the report by following these steps:

 

  1. Go to the Reports menu.
  2. Select the Inventory tab.
  3. Choose either Inventory Valuation Summary or Detail.

 

Also, I recommend contacting our QuickBooks Support so that they can pull up your account in a safe environment. They can also check why does the Help menu is not providing a result for the original report name.

 

For your future help, you can read this article to learn more about customizing the inventory report to pull up the specific report you want: Customize reports in QuickBooks Desktop.

 

If you'll need further assistance, please feel free to leave a message in the comment section. I'll be happier to help. Take care and have a great day!

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