What is a Memorized Report and how do you create one?

• A. A Memorized Report stores a customized report you saved.
• B. A Memorized Report saves a customized report for easy reuse; customize a report and choose Save as Memorized Report.
• C. A Memorized Report is a stored bank transaction.
• D. A Memorized Report automatically emails reports monthly.

Answer: (B)

Memorized reports are saved, reusable report templates. You customize a report to show exactly the data you need—date range, filters, columns, headers, and other display options—and then save that setup as a memorized report. Once saved, you can run the same report with the same settings anytime without re-applying the customizations. In QuickBooks Desktop, after you finish customizing, you choose Save as Memorized Report (or Memorize), give it a name, and it appears in the Memorized Reports list for easy access later. You can later edit or delete it as your reporting needs change. This isn’t a stored transaction or an automatic monthly email; it’s a saved configuration you reuse.