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Saving Memorized Reports from Advanced Reporting

I am trying to save memorized reports that I've created in Advanced Reporting, but I am finding no way to do this. Is this possible? My end-goal is to schedule these customized advanced reports to be sent out on a recurring basis.

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QuickBooks Team

Saving Memorized Reports from Advanced Reporting

Hello there, @jeffaic.

 

Thanks for turning into us here in the Community space. I have some information about saving and sending memorized reports from QuickBooks Advanced Reporting.

 

At this time, there's not a way to save the memorize report on a recurring basis. If you opt to share more of your thoughts about this, feel free to let our engineers know about it. We truly appreciate feedback and suggestions and would love to incorporate them in the future updates. 


Let me show you how:

  1. Go to the Help tab. 
  2. Choose Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your request/product suggestion.
  5. Click Send Feedback tab.

Additionally, I want you to know that your voice matters and I'm going to submit feedback based on this interaction. They add new features based on suggestions from customers like yourself. 

 

For future references, please check out the following articles below:

This should provide you information about saving and sending memorized reports on a recurring basis. Let me know how things go and if there's anything else you need from me. I'm always here to help in any way I can. Have a great rest of your day!

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