QuickBooks POS: Modify a Report

 

Today we will talk about how to manipulate or modify your memorize report and then save it again as the same memorized report.

Let’s begin:

1. On your Homepage, go to “Reports” and “Memorized Reports”, then select a report you want to run (for example, you choose Peter’s Customer Report).
   
2. On your Customer Report screen, go to “Modify” menu.
   
3. Modify a Report screen will appear.
   
   1. You can Add or Remove Columns, Filter Data, Change Report Appearance, and Set Report Access Level. The description on every tab is already on the screen to guide you.
4. After you Modify a Report click “Run”.
5. On your “I want to” menu, select “Memorize this Report”.
   
6. Memorize Report screen will appear.
   
   1. You can change the name if you want to.
   2. On the Type of Report section make sure you choose “Customer”, to save it on the exact same location on your memorized report.
7. Select “Ok”. You have now memorized and saved as the same report with your new revision.