QuickBooks for Mac 2014 User’s Guide 212
Other things you can do with reports
You can do other things with your reports that can help you get the most out of them.
Memorize a customized report
Whenever you change the settings for a report (modify it), you can memorize the report with the new settings and
save it in the Memorized Report List. Then, when you want to create a similar report, you go to the Memorized
Report List to find it. After you have customized a report, click Memorize at the top of the report. To open a
memorized report, click Reports > Memorized Reports.
If you have recalled a memorized report and changed it, indicate whether you want QuickBooks to replace the
earlier report (under the same name) or create a new memorized report (under a new name).
Note: When you display a memorized report, it applies the settings you memorized, not the data from the
previously generated report. For example, if the report is set to cover “last month” and you memorize the report in
September then regenerate it in December, the new report will contain data for November rather than August.
Export a report to Microsoft Excel or Numbers
You can export your report in a format that you can view in Microsoft Excel 2008, Excel 2011, and Apple Numbers
2009 (XLSX), or in Microsoft Excel 2004 (SYLK).
To export a report to Microsoft Excel or Numbers:
1 Display the report you want to export.
2 Click Export. QuickBooks opens a copy of report in Excel or Numbers (depending on your setting in
QuickBooks > Preferences > Reporting), preserving as much as possible the fonts and colors you set in
the original report. You can then use formatting and data analysis features to further customize the
report.
3 When the file opens, choose File > Save As to save the file where you want it.
Note: QuickBooks opens XLSX files in either Microsoft Excel or Apple Numbers, depending on which application you
have set to open XLSX files. To change the default application, locate a XLSX file, right-click, and choose Get Info.
On the Open With menu, select the application you want to open XLSX files, then select Change All.
Zoom in for more detail in a report
QuickZoom helps you investigate any amount or transaction on accrual-basis reports. Use QuickZoom whenever
the mouse pointer changes to this symbol:
To zoom in for more detail in a report, double-click the amount or transaction you want to investigate.
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