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Finding and viewing reports

Finding and viewing reports

Reports tab

To view a report, click the Reports tab.

The last viewed report will display when you click the Reports tab.

Reports tab menu

Click the drop-down arrow on the Reports tab to see a menu that contains a list of your Custom Reports (at the top) and Standard Reports (at the bottom). Select the report you'd like to view.

Open a report in its own Window

To open any report in a new window press Control + O

or

In Quicken, choose View > Open in New Window

On some reports, there is a View in Window button on the toolbar.