How do I sort a report by dates?

ssmith4154

I created a report showing outstanding payments with columns for the date of the payment, the check number or a bank reference or other lettered reference for electronic payments, payee and amount of each payment. The report is sorting on the number/other reference column and I want to sort the report on the date column. In the report view, I tried to click on "Date" but the report does not resort (I'm unable sort by clicking on other columns as well). I cannot locate anything in the Customize section to change sorting options. Any ideas?

Frankx

There apparently have been problems with that report - i.e. missing checks report - going back several years.  When I run it - it has everything BUT my missing checks!!

See also these links:
https://community.quicken.com/discussion/7090851/missing-checks-report-errors

https://community.quicken.com/discussion/7097555/missing-checks-report

However, regarding your issue/question - You should try to export the report to an excel formatted file and do your sorting and analysis from there.

Jim_Harman

What standard report did you start with?

The Banking > Transaction report has a Sort by selection box at the top right.

ssmith4154

I started with Banking>Missing Checks in order to show uncleared payments. It appears that the report does not have a sort option. I see the sort option in some of the other reports, but not in Missing Checks.

Frankx

There apparently have been problems with that report - i.e. missing checks report - going back several years.  When I run it - it has everything BUT my missing checks!!

See also these links:
https://community.quicken.com/discussion/7090851/missing-checks-report-errors

https://community.quicken.com/discussion/7097555/missing-checks-report

However, regarding your issue/question - You should try to export the report to an excel formatted file and do your sorting and analysis from there.