Microsoft KB Archive/266365

= Money: How to Save Customized Reports =

Article ID: 266365

Article Last Modified on 1/27/2007

-

APPLIES TO


 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2000 Business & Personal Edition

-



This article was previously published under Q266365



SUMMARY
When you customize a report in Microsoft Money, the default report is no longer available in Money. This article describes how to save a customized report and then restore the original report for later use.



MORE INFORMATION
To save a customized report:
 * 1) On the Money navigation bar, click Reports, and then click Reports Gallery. (Click Reports for Money 2000 and earlier.)
 * 2) Click the report that you want to customize.
 * 3) Click Go to Report/Chart.
 * 4) Click Customize at the bottom of the screen.
 * 5) Make all of the changes that you want, including changing the title of the report in the Title box.
 * 6) Click OK.
 * 7) On the Favorites menu, click Add to Favorites.
 * 8) In the Report name box, type a name for the customized report, and then click OK.

To use this customized report at a later time:
 * 1) On the Money navigation bar, click Reports.
 * 2) In the left pane, click My Favorites.
 * 3) Double-click your report to open it.

To restore a customized report to its original format:
 * 1) On the Money navigation bar, click Reports, and then click Reports Gallery. (Click Reports for Money 2000 and earlier.)
 * 2) Select the customized report that you want to restore.
 * 3) Click Reset at the bottom of the screen, and then click Yes.
 * 4) Double-click the report to open it.

Additional query words: w_money money2k 7.0 8.0 reporting custom favorite Money99 Money2000 Money2001 Money2002 Money2003 Money2004

Keywords: kbhowto KB266365

-

[mailto:TECHNET@MICROSOFT.COM Send feedback to Microsoft]

© Microsoft Corporation. All rights reserved.