List of Requests for Report Types in Quicken for Mac (297 Legacy Votes)

smayer97

This post is to try to consolidate in one place all posts for IDEAS for different TYPES of reports only! (The list for report features has been moved to a separate list - see below)

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote on the items below...it may take a moment to register (if it is black, you have already voted). 
THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up, in the same way as mentioned above.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the entire Product IDEAS list for QMac of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To see an organized list of ideas (it is a large subset of the most popular but not the complete list, yet) click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

(When you are done, you may also want to click to  add your VOTE for different report features, configurations and related discussions, here: 
List of Requests for Report Related Features


BACKGROUND:
The following post is a backdrop of the issues around the current design of reports in QMac and a reflection of the desire to have a customizable reporting engine with the power and flexibility of QM2007 and QWin.

Request for Customizable Reporting Engine in Quicken for Mac

As an example, I highlight how in QM2016 it takes 4 separate reports that are achieved with only 1 report template in QM2007.

smayer97

For each of these below, first, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.
 
Click the link to go vote for a columnar report (with selectable choices for rows and columns). 

smayer97

Click the link to go vote for a Tag report (just for tags). (DONE) (Note that this report request could be implemented as a subset of the previous IDEA above. Go to that link to see how).

smayer97

Click the link to go vote for an Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report. 
(these are just a subset or an application of the Columnar report organized by those options and has been merged into that request - see above)

smayer97

Vote for having SubTotals on reports here: https://getsatisfaction.com/quickencommunity/topics/about-quicken-2016-reporting?topic-reply-list%5B...

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for having more Sort options on reports here: https://getsatisfaction.com/quickencommunity/topics/add-more-sorting-options-to-reports-in-quicken-for-mac

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the ability to carry forward report formats to Quicken for Mac from other versions here:
https://getsatisfaction.com/quickencommunity/topics/add-the-ability-to-carry-forward-report-formats-...

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

REMINDER: To make sure your VOTE counts, if you have not done so, you actually need to click on the link for EACH IDEA, then click VOTE on EACH page that opens up for THAT idea. Otherwise, your vote will NOT get counted!  

smayer97

Click the link to go vote for a Comparison report format. (DONE) (this is just a subset or an application of the Columnar report with additional columns - see above)

smayer97

Click the link to go vote for an Income Over Time report.
(this is just a subset or an application of the Columnar report - see above)

smayer97

Vote for the Ability to Choose to Show/Hide Columns That Appear in Reports, here: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-choose-to-show-hide-columns-that-...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for Report Formatting Options, here: https://getsatisfaction.com/quickencommunity/topics/add-report-formatting-options-to-quicken-for-mac

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the Ability to Include or Exclude Transfers on Reports, here: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-r...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the Selection Criteria for -No Category- and -No Tag- on Reports, here: https://getsatisfaction.com/quickencommunity/topics/add-selection-criteria-for-no-category-and-no-ta...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Click the link to go vote for an Income Over Time report.
(this is just a subset or an application of the Columnar report - see above)

Click the link to go vote to Add a Bar or Line Graph for Income Over Time.

smayer97

Vote for the related feature for Expanding split transactions, here: https://getsatisfaction.com/quickencommunity/topics/expanding-split-transactions

Though it initially deals with the registers and reconciliation, it also addresses reports.

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Click the link to go vote for a Useful Category/Transaction Detail Report.

smayer97

Vote for the Ability to Drill Down on ANY Report, here: https://getsatisfaction.com/quickencommunity/topics/add-the-ability-to-drill-down-on-any-report-in-q...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of that page, your vote will NOT be counted towards that feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to Enable customizing the Net worth report by year, here: 
https://getsatisfaction.com/quickencommunity/topics/enable-customizing-the-mac-net-worth-report-by-y...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of that page, your vote will NOT be counted towards that feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

 Click the link to go vote for the IRR Report. (DONE)

Is this another request for the same thing or is this different?  financial analysis of investments

smayer97

Vote for the feature to Add ability to copy/duplicate custom reports, here: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-copy-duplicate-custom-reports

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 

smayer97

Don't forget to add your VOTE for different of report features too, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...

smayer97

Click the link to go vote to Bring back Quick Reports. (Partially DONE)

smayer97

Click the link to go vote for various report related features.

smayer97

 Click the link to go vote to add a Portfolio report. (Partially DONE)

(see the post cross-referenced under List of Requests Related to Features for Investments 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-related-to-investments?topic-re...)

smayer97

smayer97 (QM2007, CDN user since '92) said:

 Click the link to go vote for the IRR Report. (DONE)

Is this another request for the same thing or is this different?  financial analysis of investments

Is this another request for the same thing or is this different? 
financial analysis of investments

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to add a Bar or Line Graph for Income Over Time.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(You may also want to add you vote to the List of Requests Related to Features for Investments)

smayer97

Click the link to go vote for the YTD investment returns report. (DONE)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Click the link to go vote for a Tag report (just for tags). (DONE) (Note that this report request could be implemented as a subset of the previous IDEA above. Go to that link to see how).

(this is just an application of the Columnar report  sorted and subtotaled by tags - see above)

smayer97

Click the link to go vote for an Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report. 
(these are just a subset or an application of the Columnar report organized by those options and has been merged into that request - see above)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Click the link to go vote for a Comparison report format. (DONE) (this is just a subset or an application of the Columnar report with additional columns - see above)

(this is just a subset or an application of the Columnar report with additional columns - see above)