Reports Issue: Date change on a custom report.
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sitzmanmd
Member ✭✭
Trying to convert a transaction report from last year to this year.When I click OK the updated report contains a single line item and only one selected tag. I'm using Premier v. 5.16.1 on an iMac with OS High Sierra v. 10.13.6
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Best Answer
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Without seeing all your settings in the Customize pane, it's hard to troubleshoot here.I suggest going through each tab in Customize and make sure it's set correctly for what you're trying to report on. Pay especially close attention to whether your Tags are set to Any or All and which ones are checked.
If you've checked everything and it seems fine to you, could you capture and post screen shots of your settings for each of the report tabs?
Also, if the original report was one of the old Category Summary reports, that particular report is known to be problematic; it's been tucked away under "Other Reports > Category Summary" in the latest release, and will eventually be removed from the program. (You can tell it's the old report if it has the report criteria listed at the top, and "Export CSV" and "Customize" on the top right. If you have such a report, I'd suggest creating a new report using Create Transaction Report from the reports menu.Quicken Mac Subscription • Quicken user since 19935
Answers
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Without seeing all your settings in the Customize pane, it's hard to troubleshoot here.I suggest going through each tab in Customize and make sure it's set correctly for what you're trying to report on. Pay especially close attention to whether your Tags are set to Any or All and which ones are checked.
If you've checked everything and it seems fine to you, could you capture and post screen shots of your settings for each of the report tabs?
Also, if the original report was one of the old Category Summary reports, that particular report is known to be problematic; it's been tucked away under "Other Reports > Category Summary" in the latest release, and will eventually be removed from the program. (You can tell it's the old report if it has the report criteria listed at the top, and "Export CSV" and "Customize" on the top right. If you have such a report, I'd suggest creating a new report using Create Transaction Report from the reports menu.Quicken Mac Subscription • Quicken user since 19935 -
Thanks, jacobs. The problem was Tags as you suggested.1
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