Identify report on which a saved custom report is based.

Myrna Larson

I have a custom report created long ago. How do I identify the preset (template) that I started with when I created it?
To phrase it another way, what would the name have been on if I hadn't customized it?

Or yet another way, Is this based on Investment Performance, Net worth, account balances, etc?

Jim_Harman

I agree this can be confusing. About all you can do is look at the standard reports and see which one has the same layout and customization choices as your saved report.

It would certainly be nice if Quicken had a place to enter notes on saved reports and/or showed the name of the standard report somewhere in the Customize dialog. 

To avoid this problem going forward, you may want to include the name of the standard report in the name of your saved report.

Jim_Harman

I agree this can be confusing. About all you can do is look at the standard reports and see which one has the same layout and customization choices as your saved report.

It would certainly be nice if Quicken had a place to enter notes on saved reports and/or showed the name of the standard report somewhere in the Customize dialog. 

To avoid this problem going forward, you may want to include the name of the standard report in the name of your saved report.

Myrna Larson

Thanks for the speedy response. Unfortunately, that's exactly what I expected. I guess I'll create screen shots of each built-in report, for reference. I concluded that the list of columns to be displayed may be the most helpful.

UKR

Would you mind showing us a partial page of the report in question, all columns as shown, from the top of the page down to the first one or two transaction lines?

How to attach image snapshots to Community posts (Windows or Mac)

Sometimes a picture is worth a thousand words …
Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
The Windows Snipping Tool (available with Windows 7 and up) can be used to capture a partial screen image and save it to a file.  Microsoft Paint can be used to annotate the image.
https://support.microsoft.com/en-us/help/13776/windows-use-snipping-tool-to-capture-screenshots
To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361
Please create image files of type PNG, JPG or GIF only.
To attach the image here, start composing your reply in the "Type your comment" box at the bottom of this webpage. Drag and drop the image or, at the top of the text entry window you'll see a row of icons beginning with B I S
Click the "Attach image" icon (the one that looks like a tiny landscape with mountain and sun). It will allow you to select and upload the captured image file(s) from your computer. The captured image(s) will be inserted at wherever the cursor is located in the text.

Myrna Larson

I already got the answer, i.e. "You can't." Creating a screen capture (I know how), and blacking out the personal information is 10 times (at least) more work than just going through the logical candidate reports.

Myrna Larson

PS: I'm talking about identifying ~ 20 old reports, not just one.