Newly-created Memorized Reports will not open. Old reports are fine.

I-Already-Had-A-Username · ‎October 25, 2021

Quickbooks Desktop 21. Up to date (though nagging me to update to 22).

Have Re-sorted Memorized reports to no effect. Have not been able to verify/rebuild data because people are working right now. Hoping to see if anyone else has another tip.

On Friday we created a couple new Memorized Reports. These were done by Reports > Custom > Summary > Added an Account filter. Very basic. We memorized them and saved them under a header named My Reports. If I choose literally any other memorized report (of which we have dozens), they open right up. But these two new ones do not do anything. No hourglass, no indication that Quickbooks is thinking, no activity at all. If I go into the report list, rightclick, and choose "view", the same occurs. Just no reaction at all. This occurs on two accounts on two different computers.

I've seen this question asked before, but usually people are saying it's all of their memorized reports. Again to be clear, this is only occurring with reports we created on Friday.

The report wasn't tough to create and could be replicated easily, I just don't get what could have gone wrong. Like I said I haven't had the opportunity to verify/rebuild since it's Monday morning and everyone's hard at work.

MichelleBh · ‎October 25, 2021

You've come to the right place for answer, I-Already-Had-A-Username.

Thank you for sharing the steps you went through regarding the memorized reports in your QuickBooks Desktop (QBDT). I'm pleased to provide different troubleshooting steps with the report that does not display correctly.

To start with, let's re-sort the report lists to resolve data damage. Let me show you how:

From the Reports menu, select Memorized Reports, then choose Memorized Reports List.
Click the drop-down arrow and click Re-sort List.
Hit Yes to confirm.
Re-open the new memorized report to verify if it's already working well.

If the issue persists, I'd recommend running the verify and rebuild tool. Failure to open the memorized reports occurs when the data is damaged. Since they're still working, I'd advise doing it when they don't have anything to do with the company file.

Here's how:

Go to the Window menu and select Close All.
Choose the File menu and select Utilities.
Click Verify Data.
If you see a specific error, go back to the Utility section.
Hit Rebuild data. This process will start as soon as the backup is finished.
Tap OK.

You can also check this article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

Once done, re-open the new memorized reports to verify if it's already performing well. If the issue continues, I'd suggest using the QBWin.log to find and fix data damage. For the complete instructions, check out this article: A memorized report does not open or open a different report. Directly go to Solution 1, step 3.

Additionally, updating your QBDT to the latest release will fix some issues on your company file. See this link for the complete steps: Update QuickBooks Desktop to the latest release.

Furthermore, visit this article on how to set up scheduled reports and modify the preferences: Manage Reports in QBDT.

If you've got other questions in mind about your reports, feel free to leave a reply below. I'll be glad to assist you again. Keep safe, I-Already-Had-A-Username.

View solution in original post

MichelleBh · ‎October 25, 2021

You've come to the right place for answer, I-Already-Had-A-Username.

Thank you for sharing the steps you went through regarding the memorized reports in your QuickBooks Desktop (QBDT). I'm pleased to provide different troubleshooting steps with the report that does not display correctly.

To start with, let's re-sort the report lists to resolve data damage. Let me show you how:

From the Reports menu, select Memorized Reports, then choose Memorized Reports List.
Click the drop-down arrow and click Re-sort List.
Hit Yes to confirm.
Re-open the new memorized report to verify if it's already working well.

If the issue persists, I'd recommend running the verify and rebuild tool. Failure to open the memorized reports occurs when the data is damaged. Since they're still working, I'd advise doing it when they don't have anything to do with the company file.

Here's how:

Go to the Window menu and select Close All.
Choose the File menu and select Utilities.
Click Verify Data.
If you see a specific error, go back to the Utility section.
Hit Rebuild data. This process will start as soon as the backup is finished.
Tap OK.

You can also check this article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

Once done, re-open the new memorized reports to verify if it's already performing well. If the issue continues, I'd suggest using the QBWin.log to find and fix data damage. For the complete instructions, check out this article: A memorized report does not open or open a different report. Directly go to Solution 1, step 3.

Additionally, updating your QBDT to the latest release will fix some issues on your company file. See this link for the complete steps: Update QuickBooks Desktop to the latest release.

Furthermore, visit this article on how to set up scheduled reports and modify the preferences: Manage Reports in QBDT.

If you've got other questions in mind about your reports, feel free to leave a reply below. I'll be glad to assist you again. Keep safe, I-Already-Had-A-Username.

I-Already-Had-A-Username · ‎October 28, 2021

Unfortunately doing the data rebuild ended up deleting the reports, but I guess that is better than having dead reports hanging on.

Lenny G · ‎July 26, 2022

I've been using quickbooks for over thirty years. This issue has always been there. Never able to fix. It rotts when you have thirty people who access a report and it goes to the wind somehow. Whenever I create a custom report, I create a second one in another folder. Stupid work around but it solved their problem that becomes ours.

Charies_M · ‎July 26, 2022

I appreciate you for sharing your experience with us, Lenny G.

The suggested troubleshooting mentioned above help fix the issue with opening a memorized report in QuickBooks Desktop.

If those steps didn't work, I recommend reaching out to our QuickBooks Team. This requires further and in depth investigation so they can come up with a permanent fix.

Please take note that our support hours for QuickBooks Desktop Pro, Premier, and Plus start from M-F 6 AM to 6 PM. For QuickBooks Desktop Enterprise, we're available any time, any day.

In your QuickBooks Desktop program, go to Help > QuickBooks Desktop Help.
In the Have a Question window, click the Contact Us link at the bottom.
From the Contact Us page, select any topics.
Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

You can also get our direct phone number on this link: Contact QuickBooks Desktop support.

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

Come visit us again if you have follow-up question about the process above or anything QuickBooks. Have a good day.

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Newly-created Memorized Reports will not open. Old reports are fine.