Create custom reports

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aimawji
aimawji Member ✭
in Reports

I am having to download reports into Excel and then use macros to create final (presentable reports) for external circulation.

It may be an idea to use existing reports, create sub-totals where not available, change some fonts and add text lines to create a finished report

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  • WSMOCO
    WSMOCO Member ✭
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    THANK YOU for this suggestion!! I have spent hours trying to figure out how to get Quicken reports to show what I need for my CPA. I never once thought to export to Excel, until I read your suggestion. Thank you for your post…now I can wind this up finally!

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