When is a new History entry created for a report?

Philip107 Member ✭✭✭✭
edited May 2022 in Reports (Windows)
I'd like to save several report history entries with different Tag criteria selected for each history copy. What I'm finding is that the only time a new history copy is saved is when you change the date criteria from the date range drop down and the name of the history is the report's name hyphenated with the date range.

Just changing the Tag criteria and Saving the report doesn't create a new history for the report. Is it supposed to?

Quicken's Help file is misleading me, it says,
When you create several versions of a single report with different criteria (for example, a transaction report with several different date ranges), Quicken creates a copy of each version with the specified criteria. All the versions of the report together make up the report history.

----Quicken User since 1998 ----



  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Generally if you want to refer to a report again you should save it with a new name
    QWin Premier subscription
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