Asset allocation report doesn't update when change account selections

When I select an Asset Allocation report and press the customize button under "Reports and Graphs", I am able to select accounts and get a report containing the select accounts.

But...after I have the report created, I can no longer customize it by selecting different accounts. I have to close the report and start all over.

Best Answer

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Please go to Help > About Quicken and let us know your version and release info
    QWin Premier subscription
  • Tom Craig
    Tom Craig Member ✭✭
    2019 R19.55 Build 27.1.19.55
    (I assume this is the very latest because frequently Quicken updates when I start the program)
  • Tom Craig
    Tom Craig Member ✭✭
    It is a standard report. Once the report is created it can't be customized.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Please elaborate on "can't be customized"

    What happens when you click on the gear?
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