How to save (memorize) a report in AcboBooks

In this lesson you will

Save a Profit & Loss or Balance Sheet with its settings
Give the saved report a clear name
Open a saved report from All Reports
Delete a saved report you no longer need

Before you start

Filter, drill down and export reports

All Reports with a Saved reports section holding the Year-to-date P&L, cash basis report

Save the report

Step 1: Set the report up, then click Save report

Open Reports → Profit & Loss and set it the way you want it: the From and To dates and Accrual or Cash. Here it is the year to date on a cash basis. Then click ★ Save report.

Cash basis is on.
★ Save report saves the report with these settings.

Profit & Loss on a cash basis with the Save report button marked

Tip: Reports → Balance Sheet has the same ★ Save report button. It keeps the As of date and the basis.

Step 2: Name it

AcboBooks suggests a name made of the report, its dates and the basis. Type a name you will recognise, such as Year-to-date P&L, cash basis, and click OK. A banner confirms where to find it.

The name shown on the All Reports page.
OK saves it.

Name this saved report dialog with Year-to-date P&L, cash basis typed in

Open it again

Step 3: Reports → All Reports

Saved reports have their own section at the top of the All Reports page, above the topic groups. Each card shows the name, the dates and the basis. Click the card to open the report.

★ Saved reports.
The saved report: click it to run it.
✕ deletes the saved report. The report itself and your books are not affected.

Saved reports section with the Year-to-date P&L, cash basis card and its delete button

Step 4: The report opens with its settings

The Profit & Loss opens with the saved dates and basis. You can change anything on it from here; the saved report itself stays as it was saved.

The saved From and To dates.
The saved basis, Cash.

Profit & Loss opened from the saved report with its dates and Cash basis

Careful: A saved report keeps fixed dates, not a rolling period. Next month, change To after you open it, or save a new one for that month.

Recap

You can save a Profit & Loss or Balance Sheet with its dates and basis.
You can give it a name you will recognise.
You can open it from Saved reports on the All Reports page.
You can delete a saved report with ✕.

Saved in this browser only. No account needed.

Questions

Does a saved report keep my customer or class filter?

No. It keeps the dates and the basis. Choose the filter again after you open it.

Can I save other reports?

In this version the ★ Save report button is on the Profit & Loss and the Balance Sheet. For other reports, export them to Excel and keep the file.

Screenshots from AcboBooks 0.2.2 with the built-in sample company. Updated October 25, 2026. Your screens may differ slightly with another version or window size.

Save a report and open it again