Add Filters Before a Report Generates
When you generate a report in QuickBooks, default information is used and the report is displayed on the screen. How often do you change the information and then generate the report again? In QuickBooks, you can have the Modify Report screen come up before the report is generated.
Choose Edit Preferences from the menu and then select the Reports & Graph option. On the My Preferences tab, check the checkbox entitled Prompt me to modify report options before opening a report. This will tell QuickBooks to open the Modify Report screen before generating a report, allowing you to put in your specific report criteria the first time the report is generated.