Computerized Farm Record Keeping with Quicken® 2002

Bulletin 897-02

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 SELECT A REPORT 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 set date parameters for the report, change report title, change row and column headings, show cents and percents and change report organization.
2. Accounts - this tab allows you to set date parameters for the report and select which accounts to include or exclude from the report.
3. Include - this tab allows you to set date parameters for the report, select which categories to include and sort data by payee, category, class or memo line.
4. 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.