What's the right way to modify a report and save it as new?

Question

Didn't there used to be a "save" option, on the report preview icon bar?

Someone please tell me the correct way to open an existing custom report, modify it, and then save it with a new title?  Because I thought I knew, but I just accidentally overwrote a report that I'd put a lot of time into creating.

And - while I'm here - am I the only one highly frustrated with the process of selecting the accounts and categories you want included in a report??  And the fact that the help screen doesn't seem to include help on all the options on the Advanced tab, under Transfers?

EmKay · Answer

Thank you.  I somehow missed that there's still a Save icon (I hovered over them, and still missed it), and I mis-remembered that the shortcut was Ctrl-S and not Alt-S.   And I had deliberately turned off report history, for some reason, but I'll turn that back on.  If "Save Reports history" is off and you make changes - even to the title - you do not get asked if you want to save?

Sceptic · Answer

@EmKay when you open an existing report or create a new one, there are option icons at the top of the generated report.

To modify a custom report and then save it with a new title, just click on the Save icon, and then change the Report Name -

The other thing you could do is select "Save reports history".  This allows you to keep track of the changes you've made to your reports without overriding them.

As for selecting Categories, there seems to be some gremlins with that.  All I can say is when using a saved custom report, double check the categories.  Sometimes rogue categories are ramdomly added to the report.  Also, selecting categories is sometimes a challenge becaure they are not easy to find.  To make it easier, I recommend using search or the matching options.

Also, if you search Quicken Support Help, you can file several articles on report customization.  Here is an example -

How do I customize a report or graph? | Quicken Help

But otherwise, I agree that the help buttons sometimes are lacking.