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Quicken 2009 The Official Guide
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creates a subreport of the original report or graph and displays it in the same report window. If the custom report or graph isn t exactly what you want, that s okay. Just click the Customize button in the report or graph window and change settings in the Customize dialog to fine-tune the report or graph. When you click OK, Quicken creates a new subreport. You can repeat this process until the report or graph is exactly the way you want it.
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The Customize bar near the top of a report window (see Figures 9-8 through 9-11) offers another way to customize a report or graph. Use it to change date ranges, modify subtotal settings, or set columns for the report. Quicken immediately creates a subreport based on your revised settings and displays it in the same report window.
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The QuickZoom feature enables you to create a report or graph on the fly. Simply double-click a report line item, graph bar, or legend item. Quicken generates a new subreport for the item you double-clicked and displays it in the same report window.
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Quicken creates a subreport each time you customize an existing report or graph, or create a QuickZoom report. As you can imagine, it s easy to accumulate quite a few of these subreports when experimenting with Quicken s reporting features. To view a specific subreport, choose its name from the History menu in the report window s toolbar. The view changes to switch to the report. You can also choose Show Report List from the History menu in the toolbar to display the Report History list, shown in Figure 9-10. Click the name of the report you want to view to display it. You can click the Back or Forward button at the top of the navigation bar to move among subreports you have already viewed. To delete a subreport, display the subreport and then click the Delete button in the button bar.
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You ll often create a predefined report and customize it to create a report you want to be able to see again and again. Rather than creating and customizing the report from scratch each time you want to see it, you can save the report s
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settings. Then, when you want to view the report again, just select it from a list and it appears. You can do the same for graphs.
Saving a Report or Graph
To save a report or graph, start by creating, customizing, and displaying it. When it looks just the way you want, click the Save Report button in the report window s toolbar. The Save Report dialog, which is shown next, appears.
Enter a name and description for the report or graph in the appropriate boxes. To save the report or graph in a specific folder, choose the folder name from the Save In drop-down list. You can create a new folder by clicking the Create Folder button, entering a name for the folder in the dialog that appears, and clicking OK. To save all versions of the report that you create, turn on the Save Report History check box. When you re finished setting options, click OK to save the report.
Viewing a Saved Report or Graph
When you save a report or graph, it appears in a number of places throughout Quicken, organized by folder if you have saved them into specific folders.
The Reports & Graphs Center Window Saved reports and graphs appear in the My Saved Reports area of the Reports & Graphs center window (refer to Figure 9-7). Double-click the name of the report or graph to display it.
Quicken 2009 The Official Guide
The My Saved Reports & Graphs Submenu Saved reports and graphs also
appear on the My Saved Reports & Graphs submenu under the Reports menu. (This submenu appears only if at least one report has been saved.) Choose a report name to display it.
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