QWin: Customize Reports using Categories Tab

Wayne135

Window displaying list of categories, subcategories, type not wide enough and lacks ability to resize.  This makes using the tab useless when a user has a tree structure with many nested subcategories.

mshiggins

I agree, the selection list should be both wider and taller.

Unknown

This reply was created from a merged topic originally titled customize reports.


Customizing a report brings up a rather small interactive window. There is no option to expand this window. So, when modifying categories, only 7 categories show at a time. When modifying payees, only 8 payees show at a time. It is slow and tedious to move through these lists to find specific categories or payees. If this window could be expanded to the whole screen, and show more information at a time, it would greatly reduce the time required to modify reports.

Unknown

This reply was created from a merged topic originally titled customize reports.


Customizing a report brings up a rather small interactive window. There is no option to expand this window. So, when modifying categories, only 7 categories show at a time. When modifying payees, only 8 payees show at a time. It is slow and tedious to move through these lists to find specific categories or payees. If this window could be expanded to the whole screen, and show more information at a time, it would greatly reduce the time required to modify reports.

I absolutely agree!  I just posted on this same topic.

Unknown

This reply was created from a merged topic originally titled Reports page suggested improvements - make list windows bigger.


When I go to customize a report, I get a very tiny window that only shows about 7 lines of categories, etc.  I suggest that Quicken make these windows significantly larger to show many more categories, etc. at one time.

Wayne135

Does anyone know if this is fixed? Thanks.

thecreator

mshiggins said:

I agree, the selection list should be both wider and taller.

Hi @mshiggins ,

This has been turned into an idea. You need to Vote it up.

UKR

Some of the links in this discussion have gone dead due to old age.

Unless I'm mistaken, this discussion and a few of their relatives was about the Customize Report dialog. The window to select categories is way too small and does not handle deeply nested subcategories well

Now let's scroll down to show subcategory levels 8 thru 13 ...

Hovering over these categories briefly shows the subcategory name, but the display itself doesn't scroll sideways to allow text to display.

The window itself should be made wider as well as taller to accommodate more categories, longer category names and some smart scrolling to show those deeply nested subcategories.

This is only one example of nested, indented category names where improvements are needed.

Wayne135

Perfect! Thank you for the pictures and explanation. Yes, that is correct. Is this fixed yet in the new version? Thanks.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

UKR

I still want this change implemented.

Wayne135

Quicken Community Support Team, isn't the benefit and need for all your customers obvious???? This is complete company negligence that it has not yet been fixed. Going on decades now....

Chris_QPW

You got to wonder what is hidden in this area that they can't at least extend the list to fill.