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@Marla Hewitt FYI, I forgot to add a note to say that if you want to receive a notification whenever a link is added to this list of reports and features, be sure to click FOLLOW at that link (just above).
What may not be so obvious but is a very important point to make, and makes a big difference, is that by implementing the ability to choose what to subtotal, this can cause a single report template to take the place of 4 different reports, that is the Category Detail, Tag Detail, Payee Detail AND Account Detail reports.
yes, just to emphasize this...it is standard practice by those in the financial industry, e.g. accountants, to include Subtotals at the BOTTOM. Having them at the top adds confusion to those having to deal with these reports.
I get some data when creating quicken mac last year's category report, even though all account, categories, (removed tags, with tags nothing shows) , All accounts, etc.. selected? .. I use Windows version for years and reporting was very easy to generate. Any idea how to resolve this in Mac 2017 version? I need to se subtotals, then click on details.
@K7JV: Summary Report by Tag by Year shows totals only ...I too am having troubles wrapping my head around the learning curve for QM2017. I'm using in a trial period of QM2017 with a converted dummy file QM2007 data (2008 - 2017) and have discovered (by customizing) a few of "hidden" options in the Tags by Year Report that may be of help to you.
You can now add your VOTE for the Ability to Include or Exclude Transfers on Reports.
How about a "New Report" Button that allows a Date Range at least.
Just remember to click the VOTE button at the top of this page to have your voice counted.
This whole voting process is way too time consuming and complicated with the switching pages for each issue..
@Alstuff, the "whole voting process" was organized by a fellow Quicken user, @smayer97, in the way he felt it could best capture the wide array of things people were asking for, and within the limitations of how this site on the Get Satisfaction platform works.
My problem is not with him but with the platform. I applaud what he has done given the constraints.
That said, I agree with others on preferring the older reporting system with a few improvements.
P.S. Consider navigating the EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On for Quicken for Mac
I would like subtotals on bottom of reports. But more important to me would be the capability of a transaction report that would provide a transaction report as a monthly column report ( i.e., like the budget report) which could be exported to an excel worksheet. I do not like the forced Quicken budget and have used Quicken for Windows for over 30 years to create my own budget based on categories I have used to classify my budget items. At present, I can find no report that allows for the exporting of monthly transactions for a monthly report.
If sounds like you are looking for a Columnar report. You can add your VOTE for the Columnar report. You may also want to add your vote to each of the components that make up the essential related report features described here.
Please add ability to have subtotals within subtotals in reports as in Q2007. Example: subtotal by tag then by category in each tag.