Save changes to a memorized report?

When you go to save the modified report one of your options will be to replace the existing memorized report. Just watch the prompts carefully.

Hmmm. I'm not getting that option.

Here's what's happening...

I open my memorized report, and make a modification (right now, specifically, unchecking the display of a column that pops the report onto two pages width.) I try to close the repost, and a message pops up: "You have modified the settings for this report. Adding this report to the memorized report list will save these settings for future use. Would you like to memorize this report?"

I click Yes and another box opens up, the Memorize Report box. The report's name is already filled in. I am leaving "Save in memorized report group?" unchecked because I am not currently using report groups.

I click OK and a warning pops up: "There is already a memorized report with this name. You must specify a unique memorized report name."

At this point I have a half dozen memorizations of the same report, each with a unique name and each with some minor modification. What am I doing wrong?

Thanks for your help.

What happens if you hit the Memorize button instead of closing the report?

The same thing.

Refresh my memory....what version of QuickBooks are you using?

Pro 2008, multi-user, with the company database residing on our network server. Sorry, I should have mentioned it at the start. Thanks again for your help.

I'm having a hard time replicating what is happening to you. When I create a report and memorize it, recall it and modify it again, I am NOT being prompted to save the report when I close it out. I know I used to but some thing has changed in my settings and it just closes the report. This happened in both 2006 and 2008. How strange.

I could be wrong, but I think if you do NOT make the name unique, you will change the existing report, which I believe is what you want to do, right? Have you tried that and it does not allow you? (I believe you *must* change the name only if you do not want to overwrite your existing report - at least that has been my experience.)

vcardx

: >>>>>When you go to save the modified report one of your options will be to : >>>>>replace the existing memorized report. Just watch the prompts carefully. : >>>>

: >>>> Hmmm. I'm not getting that option. : >>>>

: >>>> Here's what's happening... : >>>>

: >>>> I open my memorized report, and make a modification (right now, : >>>> specifically, : >>>> unchecking the display of a column that pops the report onto two pages : >>>> width.) I : >>>> try to close the repost, and a message pops up: "You have modified the : >>>> settings : >>>> for this report. Adding this report to the memorized report list will : >>>> save : >>>> these settings for future use. Would you like to memorize this report?" : >>>>

: >>>> I click Yes and another box opens up, the Memorize Report box. The : >>>> report's : >>>> name is already filled in. I am leaving "Save in memorized report : >>>> group?" : >>>> unchecked because I am not currently using report groups. : >>>>

: >>>> I click OK and a warning pops up: "There is already a memorized report : >>>> with this : >>>> name. You must specify a unique memorized report name." : >>>>

: >>>> At this point I have a half dozen memorizations of the same report, each : >>>> with a : >>>> unique name and each with some minor modification. What am I doing : >>>> wrong? : >>>>

: >>>> Thanks for your help. : >>>

: >>>What happens if you hit the Memorize button instead of closing the report? : >>

: >> The same thing. : >

: >Refresh my memory....what version of QuickBooks are you using? : : Pro 2008, multi-user, with the company database residing on our network server. : Sorry, I should have mentioned it at the start. Thanks again for your help. : : : ** : Captain Infinity :

I figured out why it was not prompting me....at some point QB prompted me to save the report upon closing it. I was given the option to not show this option again and I said yes. I turned on the preference to bring "back all one time messages" and I am being prompted again. I'm glad that mystery was solved.

This time when I closed the report it acknowledged that I had modified the report and was prompted to memorize the report. When I said yes I was prompted with "replace", "new", "cancel" as posted earlier.

I don't know if this applies to you but go to Edit>>preferences. On the General tab/My preferences select the "Bring back all one-time messages". Maybe that will help restore the prompts like it did for me.

That is correct, I want to change the existing report. But if I try to save with the existing report name, the message tells me I must make the name unique.

Thank you, I will try that.

That worked! Thank you *very* much for your help!

You are welcome. And thank you for getting my program to work again.