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QuickBooks 2005: The Missing Manual by Bonnie Biafore

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Reports & Graphs

QuickBooks administrators can modify settings for reports and graphs that apply to every report and graph the company produces. Each person who logs into QuickBooks can specify a few preferences for the reports and graphs she generates.

Preferences for the Reports You Generate

Here's a guide to the personal preferences shown in Figure 6-9 and the effect they have on performance:

Keeping reports up to datewith the information in your company's QuickBooks file can be time-consuming. To accommodate the inclinations of each person who logs into Quick- Books, the preferences on the My Preferences tab control how QuickBooks updates reports and graphs.

Figure 6-9. Keeping reports up to datewith the information in your company's QuickBooks file can be time-consuming. To accommodate the inclinations of each person who logs into Quick- Books, the preferences on the My Preferences tab control how QuickBooks updates reports and graphs.

  • Prompt me to modify report options before opening a report. The reports you want usually require small tweaks—a different date range perhaps—so turning on this checkbox works for most people. QuickBooks automatically opens the Modify Report window when you generate a report. You can make any change you want to the report and click Refresh to view the results. If you turn off this checkbox and want to modify a report, on the report's button bar, click Modify Report.

  • Prompt me to refresh. If your QuickBooks file changes frequently and you don't want to wait while QuickBooks incessantly refreshes every report you have open, choose this option. If you want a reminder when you have changed data that affects the reports ...

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