How to save the layout when you drill down on a report number?

Mr. Sanders
Mr. Sanders Quicken Windows Subscription Member
Hi, I understand that we can customize and save reports. However, is there a way we can save the layout of the reports that open when you drill down on a number?

When you run a report, let's say the cash flow for a month, and you double-click on a number to see what transactions it is made up of (you drill down on the number) the report that opens up (sort of a list of transactions) is distorted.

Meaning, it always sorts by "Account/Date", has two "Amount" columns, etc.. Also, the totals are not below the "Amount" column. I have to customize the layout and the sort every time. Even if I save it, the next time I drill down on a number, it goes back to the distorted default.

Is there a way to save this default layout? Please let me know.

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    AFAIK you cannot save the layout of the drill down reports.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    AFAIK you cannot save the layout of the drill down reports.
    QWin Premier subscription
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