To memorize a report when you are in a report you

To memorize a report:
When you are in a report you would like to memorize, click Memorize from the report tool bar. 1.
Name the memorized report accordingly. 2.
Click the Save in Memorized Report Group checkbox if you would like to assign this report to a group (you’ll see 3.
more about memorized report groups in the next section), and then choose the group from the drop-down
menu.
Check the box next to Share this report template with others if you wish to offer this memorized report (the 4.
settings, not the data!) to the entire Intuit Community to help others who may have a need for business
information similar to yours in their own QuickBooks company files.
Click OK to memorize the report. 5.
Close the report. 6.
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Lesson 9 — Analyzing Financial Data Creating Memorized Report Groups
QuickBooks 2016 Student Guide 19
Creating Memorized Report Groups
In addition to memorizing individual reports to save report settings, you can create memorized report groups to
organize your memorized reports in a way that makes sense for your business and allows you to process a group of
reports all at once.
QuickBooks comes preset with a number of memorized report groups, each already populated with common reports
for each area. You can add your own reports to these groups, modify the groups to meet your needs and even
create your own groups.
To create a memorized report group:
Choose Memorized Reports from the Reports menu then choose Memorized Report List. 1.
In the Memorized Report list, click the Memorized Report menu button then choose New Group. 2.
In the Name field of the New Memorized Report Group window, type Year End . 3.
Click OK. 4.
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Lesson 9 — Analyzing Financial Data Printing Reports
QuickBooks 2016 Student Guide 20
Printing Reports
To print a report:
With the report open, click the Print button from the tool bar and then choose Report. 1.
Click Preview to see how the report will look when you print it. 2.
QuickBooks displays a preview of your report onscreen.
Click Print. 3.
Close the report. 4.
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Lesson 9 — Analyzing Financial Data Processing Reports in Groups
QuickBooks 2016 Student Guide 21
Processing Reports in Groups
To batch process reports residing in a group:
In the Memorized Report list, select the report group you would like to print. 1.
Click Display. 2.
QuickBooks opens the Process Multiple Reports window. You can use this window to display or print the
selected reports (selected by the checkmark in the far left column next to the reports). You can also change the
date range for reports in this window before you display or print them by changing the information in the From or
To columns.
Select the reports you wish to print and click Display to review the information in the reports or Print to print the 3.