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Cindy Croft
April 29, 2021
Question

Memorized Report not saving filters

  • April 29, 2021
  • 1 reply
  • 0 views

I have a strange situation when building an hours detail report for one specific job.

 

I build the report starting with the "Time by job detail", changed the filters to select a specific job, saved the report.  When I click on that specific memorized report, the filters have been removed and the report runs data for all jobs!

 

This does not happen with any other job that I created reports for.

 

Does anyone have any idea why this is happening and what I can do differently?

 

Thank you

1 reply

MichelleBh
MichelleBh
April 30, 2021

I'm happy to help you figure this out, @Cindy Croft.

 

Let's get your memorized Time by Job Detail report resolve by doing some tricks. This way, the chosen filter will hang on from that report. 

 

To begin, let's make sure that your QuickBooks Desktop account is in the latest release (R5). To keep your software up-to-date and fix some problems. 

 

Here's how to check: 

 

  1. Press F2 on your key board and review your current version and release. 

 

       2. If it's not updated, go to the Help menu and choose Update QuickBooks Desktop.

       3. Click Update Now, then Get Updates. 

       4. Restart the computer and install the new release. 

 

 

For more details, check out this article: Update QuickBooks Desktop to the latest release. 

 

After that, I'd recommend re-access the memorized report to verify if the filter is functioning thoroughly. If the issue keeps going, please run the verify and rebuild tool. This tool scans your company file for issues and fixes them right away. Let me show you how. 

 

To Verify:

 

  1. Go to the Window menu and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.

 

To Rebuild:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Rebuild Data.

 

 

 You can also visit this page for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

 

Feel easy to access these articles about combining reports from two or more company data files, set up scheduled reports, and other related topics. 

 

 

Let me know if there's anything else you need from me about handling reports. I'm always here to help in any way I can. Be safe. 

C
Cindy CroftAuthor
May 20, 2021

I apologize, I mistakenly listed that I am using Quickbooks Desktop and should have listed it under QuickBooks Enterprise Solutions.

 

I do have the most current build and I did do the "verify data" but there were no issues found and I am still unable to run that specific job report from a "memorized" report.

 

If you have any other solutions to try, I am willing to give them a go.

 

Thank you.

Candice C
Candice C
May 21, 2021

Good evening, @Cindy Croft. 

 

Thank you for joining back in and giving us some clarification. 

 

QuickBooks Desktop has three different types of accounts: Pro Plus, Premier Plus, and Enterprise. You were on the right track saying that you used QuickBooks Desktop. 

 

When reviewing what you responded about how you're still unable to run this specific report after trying the steps above, then I recommend contacting our Customer Support Team. They have the tools to examine your account further and do a screen share. Here's how: 

 

  1. Go to the Help menu. 
  2. Pick the QuickBooks Desktop option. 
  3. Click the Contact Us hyperlink. 
  4. Give a brief description of the issue and tap Let's Talk. 
  5. Scroll down and choose to Get a callback. 

 

It's that easy. 

 

If you don't mind, please let me know how the call goes. I want to make sure that you're able to run the report for you and your business. I'm only a few tap away if you need me. Wishing you and your business continued success!

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