How to export reports with more detail? (edited)

Mortimer Duke
Mortimer Duke Member ✭✭
edited May 12 in Business Reports

I’m testing Quicken Business & Personal / Simplifi-style QBP reports and exports.

So far, the main Income & Expense report export appears summary-oriented. The Flat and Nested CSV exports seem to export category/report totals rather than full transaction-level detail.

However, when drilling into a report amount, the Transaction Details grid appears much richer and has customizable columns such as Account, Client/Project, Exclusion, Flag, Notes, Reviewed, Split, Tags, Attachments, and Usage.

Question: are there export customization options I may be missing?

Specifically:

  1. Can report exports include transaction-level detail instead of only summary totals?
  2. Can exports include the currently enabled Transaction Details columns?
  3. Is there a preferred export path for split-line detail, tags, notes, client/project, and exclusions?
  4. Are Flat/Nested exports intentionally summary-only?

Trying to build a reliable workflow for category cleanup, split-transaction review, and tax-prep support.

Thanks!

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