Add additional functionality summary report - Freeze left column for scrolling (24 Legacy Votes)

Snoopy FC

I have discovered how versatile the summary report is.  I've currently setup a custom report for all budgeted spending over the last 20 years.  I know.  I'm a nerd.  But what would help this nerd is the ability to fix the category column on the left so that when you need to look at something on the right that had been off screen, you still have the row category info.  See the  pic below.  

Notice that the category column is gone on the second pic after I moved to the right. 
I also like to be able to see the sum total of the rows so that I know how much I spent on each category over the timeframe.  Thanks.

Snoopy FC

Printing of these reports could also use some help.  Printing 20 years of data on 20 pages.  REALLY!  There's got to be a better way.  Also, could this data be exported to Excel/spreadsheet?

smayer97

So you want to be able to add subtotals to your report?

Snoopy FC

Yes.  I'd like to see subtotals by row specifically.  There are currently subtotals by category within each column as well as a total net at the bottom of each column, but there are no subtotals by category for each row that would appear at the right.   

smayer97

But the BOLD #'s are the subtotals of the items below it, e.g. Income Salary $,26362.15 is the subtotal of all the items below it of Border Books, Converse, Lidstone, and Wenck, and expense for Automobile $965.23 is the subtotal of Fuel, License and Maintenance. If that is not what you are looking for, please clarify...

Snoopy FC

I'm looking for a subtotal by row for the date range specified.  That way I could see total income earned from Borders or Converse over that time frame, not just for a particular year.   

smayer97

So are you looking to be able to specify the date range or are you looking to drill down to see the details behind the numbers? Not sure I am clear. The totals presented are only for the dates shown on the report.

Snoopy FC

We can already specify the date range which is great.  I would like to be able to drill down into the details as you've suggested elsewhere.  In this instance, I'd just like to see a total for each row (say fuel) for all of the years listed in the report.  So for the picture above, $321+802 for 1995-1996.  Does that make sense?

smayer97

AH...got it now...you are talking about subtotal per row, horizontally on the far right hand side, not the vertical subtotal. doh!!! Not sure why I misunderstood that. 

smayer97

So just to summarize this request:

• freeze the left-most data column in reports for scrolling horizontally
• add horizontal subtotals on each row
• shrink report formatting to print on fewer pages

BTW, second one is also discussed here: Columnar Reports

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Snoopy FC

Yes.  That summary is accurate.  

smayer97

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smayer97

This IDEA has been added to the List of Requests for Report Related Features.
You may want to click on the underlined link, then follow the instructions to add your vote to more related ideas.

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smayer97

While you are at it, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined link, following the instructions then VOTE to your heart's content. Your VOTE matters! 
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

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smayer97

And the third one is already part of the Report Formatting Options.

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