Running Comparison Graph Reports

System Member admin
edited October 2020 in Reports (Windows)
This discussion was created from comments split from: What is the use of a Custom Category Group?.
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  • Is it possible to run a report that includes multiple custom categories AND compares the 2 on a graph? I added 2 custom category groups to a report, but the report just includes everything in those groups, as 1 line in a chart, not as a comparison
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @harry askenazi

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    One way to do this would be with a Banking > Cash flow report.

    Click on the gear to customize, then next to Organization on the Display tab, pick Category Group. On the Category Groups tab, select just the groups you want. You can also set time ranges and intervals if you want a comparison over time.

    Then export the report to Excel and do the charting there.
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