The best way to save a copy of a report for use outside of Quicken is to print the report as a PDF. To do this, use Ctrl + P or click the printer icon.
On the print screen, be sure to select .pdf.
To rerun the saved report, click the link in the My Saved Reports list in the Reports & Graphs Center.
If you change the settings for a saved report or graph, you can resave it with the same title, or you can give the altered report or graph a new title and save it again. If you don't resave a report or graph after you've changed its definition, it retains the original definition.
Yes. As you add more saved reports, if you need to reorganize the folders in the My Saved Reports list, it's easy to do.
Yes. You can customize the Quicken Toolbar for one-click access to your most frequently used reports.