How do I recall, edit, move, or delete a saved report or graph


When you recall, rename, or delete a saved report or graph, it's really the report or graph definition you're recalling, renaming, or deleting (including all the settings and sort criteria that you've specified), not the data. This way, Quicken can apply the same settings to your data as it changes. Of course, if you'd like to change the data, you can always edit transactions.

Recall a saved report or graph

1.Choose Reports menu > Reports & Graphs Center.
2.In the My Saved Reports list on the right, select the saved report you want. You may need to click the folder to open it and display the report you want..

3.Click Show Report or Show Graph.

Move, rename, edit, or delete a saved report or graph

1.Choose Reports menu > Reports & Graphs Center.

2.In the lower-right corner, click Manage Saved Reports.

3.Select the report you want to change. You may need to click the folder to open it and display the report you want.

4.Select the appropriate option: 

             •To move the saved report to a different location, click Move to folder, select a new folder or None for the report, and click OK.

                       When you select None, Quicken puts the report at the same level as the rest of the folders instead of actually putting it in one of the folders you've created.

            •To rename the saved report or change the description, click Edit, enter the new information, and click OK. You can also edit the transactions in the report.

            •To delete the saved report, click Delete, confirm the deletion, and click OK.

5.Click Done.

Notes

  • If you've upgraded from a previous version of Quicken and your saved reports and graphs appear to have changed, check the date ranges for the reports. If you're using dates that don't fit one of the default date ranges, Quicken sets report and graph dates to Custom dates, and you may need to specify the appropriate dates again.

 

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