How to create a New Report (edit)

TPao

So, I've read this

Creating a new report from the Report tab

1. Select the Reports tab. The Reports screen will appear.
2. Select Create New Report from the left column.
3. Select a type of report: ...
4. Once you have finished naming your report and selecting your report criteria, select OK. ...
5. Your report will appear on the Reports page.

However,

that doesn't exist when I open it. I'm sure this must be simple.

Tom Young

I'm not sure where those instructions are coming from.

The way I've always created a new report is to click on Reports > Select the type of report I want to create (Investing, Spending, etc.) from the pull down menu > Customize the report to my liking > Click on floppy disk icon (save report), then save it using a unique name.

volvogirl

Have you seen this FAQ?

https://www.quicken.com/support/creating-reports-and-graphs-quicken

TPao

Yes, that's that's what I show. BUt to the left there is no such thing as create a new report. Did you see my screen shot?

TPao

And that's changing a report NOT creating anew one.'

Tom Young

"And that's changing a report NOT creating anew one."

In the FAQ that @volvogirl pointed to there's no mention of "new."

In Quicken there's no 'New Report" process that throws up a blank screen and allows you to create a new report from "scratch." All new reports start with selecting one of Quicken's available reports, customizing it to your needs, and saving it with a unique name.

TPao

The "directions" are from the Quicken link. I know how to modify reports.

I want to start NEW. Surely here is a simple method. Thanks

Jim_Harman

@TPao

Perhaps you saw this Help page for Mac Quicken

https://help.quicken.com/display/MAC/Create+and+Customize+Reports

As @Tom Young and @volvogirl have said, in Quicken for Windows you can only customize the provided report templates.

If you would like Quicken to make improvements in this area, please see, comment, and vote on this Idea post or the other Ideas that are linked from it.

https://community.quicken.com/discussion/7929944/report-templates

mshiggins

What seems to be missing in @TPao 's picture is the Date Range selection fields and the Customize and Show Report buttons.

Is that the issue?