Pull together the exact report you want — filters, accounts, date range, dimensions — then save it under a name. Re-running takes a single click. Date presets like "Last Month" or "Year-to-Date" recalculate the period each time, so the dates are always right.
Start Free TrialIf you've ever opened the same Income Statement on the first of every month, set the same date range, applied the same class filter, and exported the result — you know the pain. The configuration is the work. The report itself is trivial once everything's pointed correctly. Doing it from scratch every period is wasted effort.
BizBooks Pro turns it into a single click. Build the report, click 💾 Memorize, give it a name. From then on, opening the report applies every saved filter and re-runs immediately. Even better — choose a date preset like "Last Month" and the system rolls the dates forward automatically. Pull "Last Month P&L" in October to see September; pull the same saved report in March to see February. The date pickers stay untouched.
Open any standard report or the Custom Report Builder. Configure dates, filters, accounts, dimensions — exactly the way you want them.
Name the saved report. Optionally drop it in a folder. Decide whether it's private (just you) or shared with the company.
Saved reports show up at the top of the Reports page. Click one and it runs immediately with every filter applied. Date presets resolve to the current period.
Today, Yesterday, This Week / Last Week, This Month / Last Month, This Quarter / Last Quarter, This Year, YTD, Last Year, Fiscal YTD, Last Fiscal Year, plus Custom Range. Each preset re-resolves on every run to the current period.
Group saved reports into folders. "Month-End Pack" might hold five reports you run together at close. "Quarterly Review" holds the deeper analyses your investors want.
Saved reports default to private — only you see them. Flip "Share with company" to publish a report to everyone with access. Shared reports live in their own section, separate from your personal collection.
Memorize captures the full report state — date range or preset, account selections, Class and Location, custom dimensions, sales rep, accounting method override. Re-running is bit-for-bit identical to the first run.
The Memorize button appears on Income Statement, Balance Sheet, Trial Balance, General Ledger, AR Aging, AP Aging, Cash Flow Statement, Sales by Customer, and the Custom Report Builder. If you can configure a report, you can save it. Clicking any saved report on the Reports page runs it instantly with every saved filter applied.
If your month-end ritual is the same five reports every time, BizBooks Pro condenses each into one click. If your CFO asks for the same quarterly snapshot every three months, you save it once and it produces fresh dates automatically. Over a year of closes, the time savings add up to a meaningful number of hours.
No — it shows whatever Last Month is when you re-run it. The preset key gets saved (not the resolved dates), so opening the report in May runs against April; opening it in August runs against July. That's the whole point of date presets.
Income Statement, Balance Sheet, Trial Balance, General Ledger, AR Aging, AP Aging, Cash Flow Statement, Sales by Customer, Undeposited Funds, and the Custom Report Builder. The Memorize button appears on each report's screen after the report has run at least once.
Saved Reports captures the inputs — filters, dates, accounts, dimensions. The rendering uses the current report engine, so any improvements to the layout flow through to your saved reports automatically.
If you toggle "Share with company" on a report, it appears in everyone's list under the Shared by Company section. If your accountant has access to the company file, they see shared reports.
Pick "Custom Range" instead of a preset and enter the exact dates. Those dates get stored as-is, so every re-run uses the same fixed window — useful for one-off historical comparisons.
Yes. Any tagging dimensions enabled on your company (Project, Booking, etc.) survive in the saved report. The Custom Report Builder also saves account selections, all dimension filters, and Sales Rep filters together.
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