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Kim Perico
Level 2

Save an edited memorized report

How can I save a memorized report that I edited?  When I click Memorize it wants me to save it as a new report.  I do not want to save it as a new report.  I want to save it as the report that I have so that when I run it in the future it will be correct.

4 Comments 4
BigRedConsulting
Community Champion

Save an edited memorized report

You should get this message when you re-memorize an existing memorized report:

 

Capture.JPG

Kim Perico
Level 2

Save an edited memorized report

@BigRedConsulting - Thank you for the print screen.  However, if I was seeing that message, I wouldn't be asking the question.  I'm not trying to be rude just stating the obvious.  I would be thrilled if that message displayed.  It would make a small part of working in QB so much easier.  I have to constantly resave reports if I make a change.  Sooooo frustrating :(

jamespaul
QuickBooks Team

Save an edited memorized report

Hello, Kim Perico. 

 

I'd also get frustrated if a small task requires extra work. I do have a solution to help you update your existing memorized reports. 

 

Make sure you're pulling up the existing memorized report, not the one from the Reports list (standard reports). 

 

The message (from BigRedConsulting's image) will only pop-up if you save an existing memorized report. Simply go to Reports, hover on Memorize Reports, then select Memorized Reports List. Pull up the memorized report, edit it then click the Memorized button again. 

 

However if you're already pulling up a memorized report, then this might be an issue with the lists' data. You can re-sort the list to fix this. 

 

  1. Open the Memorized Reports List window . 
  2. Click the View menu.
  3. Select Re-Sort List.

 

resort1.PNG

 

Need to record other sales and expense transactions? You can check out the guides from our Sales or Expenses topic page: 

 

 

Do you have any other questions about reports? Let me know and I'll hop on to this thread again. You can also ask me if you have concerns on other areas in QuickBooks. 

BigRedConsulting
Community Champion

Save an edited memorized report

@Kim Perico 

RE: However, if I was seeing that message, I wouldn't be asking the question. 

 

Well, I've used QuickBooks since perhaps 1994 and it has always, always shown that message.  Never once deviated from that pattern.

 

Are you running the report from the memorized reports list to start with, before modifying it?

If so, it'll work as expected. If not, then QuickBooks has no way to know that you might want to save the current report on top of an existing memorized report.

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