Saving Reports Part 1

Snowman

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.

volvogirl

I would like that too.

Snowman

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

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.

mshiggins

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.

Unknown

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

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.

Snowman

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

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