Saving Reports Part 1

Snowman
Snowman Member ✭✭✭✭
edited December 2018 in Reports (Windows)
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.
1
1 votes

Implemented · Last Updated

Comments

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    edited March 2017
    I would like that too.
  • Snowman
    Snowman Member ✭✭✭✭
    edited December 2018
    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)
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    edited October 2018
    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.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited February 2018
    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 list
  • Unknown
    Unknown Member
    edited March 2018
    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.  
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    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.
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  • Snowman
    Snowman Member ✭✭✭✭
    edited December 2018
    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.
  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    edited August 2018
    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 HBR
This discussion has been closed.