Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908

Reports

Customizing Reports

Quicken gives you great flexibility in customizing your reports. You can change the layout, date range, accounts to include, and various other settings. You can also filter the report, for example, to include transactions with only certain payees or categories.

Your reports can be customized in two ways. While you are creating the report you can Click the Customize button in the Reports and Graphs window. Or, once the report has been created, Click the Customize button in the report toolbar.

When the CUSTOMIZE REPORT window is opened there are four tabs to choose from:

1. Display - this tab allows you to change the report layout. You can change report title, change row and column headings, show cents and percents and change report organization.
2. Accounts - this tab allows you to select which accounts to include or exclude from the report.
3. Categories - this tab allows you to select which categories to include in your report. You may also Search/Select transactions containing certain Payees, Memos or Categories.
4. Classes - This tab allows you to select which classes to include in your report. You may also Search/Select transactions containing certain Payees, Memos or Classes.
5. Category Groups - This tab allows you to select which category groups to use. Click Clear All, we do not recommend using grups.
6. Advanced - this tab allows you to set date parameters for the report, sort transactions by dollar amounts, tax status, transaction type and include or exclude transfers or subcategories.

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