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Saving Reports Part 1

Snowman
Member ✭✭✭✭
When resaving an existing report you should be able to default to the existing report name instead of have to remove the 1 or 2 number that the Quicken default adds to the file name.
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I would like that too.0
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This reply was created from a merged topic originally titled Fix Reports.
When resaving a previously saved report it should be an option that add a 1 to the report name or to default to the reports name (without the 1 added)0 -
This reply was created from a merged topic originally titled Saved Reports.
There is a user preference "Customizing modifies current report or graph". One might think that setting this option would prevent the "1" from being appended; it does not. Voted up.
Note: This conversation was created from a reply on: Fix Reports.Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.0 -
This reply was created from a merged topic originally titled Saved Reports.
I take the number out every time. Voted up.
Note: This conversation was created from a reply on: Fix Reports.Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
Just exit the report. It then asks you if you want to save the report. If you answer YES, it will overwrite the old report with the new filters/sort options and use the original name without the number suffix added.
If you ask to SAVE prior to exiting the report, it will save it with a numerical suffix starting with 1 and increasing for each new save.0 -
This is how it has always worked in QM2007...simply ask to replace the existing report name as the default...let the user choose to add a suffix if they truly want to keep both versions. But much more often than not, I want to replace the existing report.
So voted up for consistency across platforms.Have Questions? Check out these FAQs (links now fixed):- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
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Naming the report aside, the "Save Report" function DOES NOT WORK. If you make a change in a report say close up all of the subcategories so that only the parent categories show then you "SAVE" the report your changes ARE NOT SAVED. When you reopen the report all of the subcategories will be displayed again.0
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After doing countless reports this tax season, ending up with many "orphaned" reports in places I didn't realize I had saved them.... I agree with others that there needs to be a better way for reporting. Why not replicate the "Save" and "Save As" logic found in Windows and the myriad of applications sitting on this OS? The way of working here, is by now, sort of understood and accepted....
Perhaps this improvement will be contained in a new generation of report writing functionality? I would get good use out of a new and more modern report writer.
Regards,
Scott
QW2018 HBR0
This discussion has been closed.