Lesson 13: Creating Reports You can use one of QuickBooks reports to organize and summarize your financial data so that you can make your decisions based on a complete understanding of the numbers. You can access any of the reports in QuickBooks from the Reports menu or the summarize information about items you are Viewing in your lists, forms, or registers with one click of a button. They are predesigned reports that give you details about the information you are Viewing at the moment. To help you better understand the information presented in reports, QuickBooks allows you to trace report data to the individual transaction level using . You can data in a report by changing the Company Name, Report Title, Subtitle, Date Prepared, and Time Prepared. In most cases, you can have QuickBooks your QuickReport set tings to produce the same report in the future. allow you to set custom criteria for transactions to be included in the report