Hey there, Susan123.

I appreciate the details you've provided and for sharing the steps to resolve the issue. The information you posted will definitely help other customers who may have the same concern.

You may want to bookmark this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop account, income, expenses, inventory, and running reports.

Additionally, in case other users need help with customizing and memorizing the report they can visit this write-up: Customize reports in QuickBooks Desktop.

Keep me posted if you have any other questions. Have a great day!