You can also access different options when viewing the report. You can also right-click the report you have saved for more options (such as Delete).
When a report is saved, you can see it listed under My Saved Reports.Click Save Report to save the report or graph.Not all reports can be displayed as graphs. The Show Graph button appears only when a graph option is available.To display the report, click Show Report or Show Graph.Here you can make changes to several settings such as Accounts, Categories, Payees etc. Click Customize to modify the report or graph.The date range controls which transactions Quicken uses while creating the report or graph. If the date range you want isn't in the default list, you can select Custom dates and specify your own. Select the date or dates you want the report or graph to include.Quicken displays the settings you can adjust before you create the report. In the Quicken Standard Reports list on the left, click the section you want.You can select one of these or you can go to Reports & Graphs Center. Go to the Reports dropdown in the top menu bar.For video instructions on creating reports, see our Quicken Video University: Running Reports page.
