Default Report Format

TPerk100
TPerk100 Member ✭✭✭
edited August 2019 in Reports (Windows)
LONG term pet peeve of mine.....since Quicken's existence!!

I really could use a way to create default report formats....column widths, columns displayed, etc. Would be VERY HELPFUL!
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  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited January 2018
    Sounds good.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Hello All,

    This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can do this to some extent by customizing one of the standard reports and saving it. The main limitation is that currently any changes to the column widths is not saved.

    Perhaps this idea should be merged with this one
    https://community.quicken.com/discussion/7827617/qwin-reports-default-column-width-13-merged-votes
    QWin Premier subscription
  • Phil Burton
    Phil Burton Member ✭✭✭✭
    I have specific spending reports (for tax purposes) for many different categories. Some reports are checking only; others include credit cards and even cash.

    It's very annoying when I print out a report and see that the columns are so wide that the report is 2 pages wide. Pure waste of paper (and time).
    Been using Quicken (and TurboTax) since DOS days in 1990s.
  • Quicken Anja
    Quicken Anja Moderator mod
    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
    -Quicken Anja
  • TPerk
    TPerk Member ✭✭
    Default Report Formats would be a VERY useful feature that I cannot hardly believe you have not implemented
    Tom P In Sunny Virginia Beach, Va
    Q Win Premier Sub
  • AZ_Bob
    AZ_Bob Member
    This isn't just a minor annoyance - it is an ABSOLUTE necessity for a product like this that Quicken has ignored for the decades that I've used the product. Anyone who uses Quicken as an aid in tax planning or budgeting would like a report that shows the columns they want most and not have to customize every time it is run because it is too wide to view or has wasted columns you don't need. This also needs to carry the formatting through to sub-category reports where it would be most useful.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited May 2021
    This idea has been partially implemented in that column widths in the main report are now saved when you save a report.

    A remaining problem is that some reports such as Spending by Category show a sub-report when you click on an amount in a report, even one that you have saved, to drill down for transaction detail, you always get default settings including column selections and widths in the detailed sub-report.

    Users would like to be able to specify the column selections and widths for the sub-reports.

    One way to implement this would be to save the sub-report settings along with the main report when you save it, or at least have any customizations the user has made to the sub-report persist while the main report is open be applied when they click on a different number in the main report.
    QWin Premier subscription
  • ZQkn
    ZQkn Member ✭✭
    This feature is urgently needed. Quicken crew continues to add columns to the report format and the screen now even can't fit them all in. Some of them are rarely used. For example, Tax Item.

    Please add feature allowing to set selected default columns, per a user preference, for the report command.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    @ZQuicken, in current versions of Quicken, if you set your desired column selections and widths and then save a report, the settings should be saved along with the report.

    If this is not working for you, please let us know which report(s) are affected.
    QWin Premier subscription
  • ZQkn
    ZQkn Member ✭✭
    I am aware about that. The issue is with starting a new report. Somewhere in the Report Preferences should be an option allowing to select default columns for any new report. And if one needs, they would modify an individual report setting and save it for that report future use.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2021
    I'm not sure how your request would be implemented. The reports have different columns available, so how would you select a default set?

    I don't think it is a good idea to let users change the default settings for the built-in reports, unless there was a "Restore Defaults" button or something to get back to a known starting point.

    If there is a particular set of columns and widths you want to use for a report, why not save the report with those settings and use the saved report as your starting point?

    I do agree that it would be very useful to save the settings for the drill-down reports along with the main report.
    QWin Premier subscription
  • ZQkn
    ZQkn Member ✭✭
    While your suggestion is useful, I have in mind the situation when one creates report within Categories, for example, and clicks on a hyperlink number in the Usage column for a particular category. That previously created and saved custom default report format can't be utilized in that instance. The produced report is Quicken preprogrammed report with its standard columns nomenclature, and it is listing transactions associated with that category. Some of columns in that report are not always needed. That is the point.

    What I am asking about is the ability, at some higher level, to set default columns in the Show Columns window that would appear in any report. If a user needs to add some other columns, one would open that window in a report, select them and create the desired report as a result.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Thanks for clarifying. I think we are all looking for the same thing. If we start with the Spending by Category report for example and double click on one of the Categories, we are presented with a standard Banking Transaction report that has been filtered to just include the selected Category.

    We would like to be able to select the columns and and set the column widths in that report and have the settings be remembered if we exit the sub-report and double click on a different category in the main report. We would also like to be able to save the main report and have Quicken remember the sub-report settings and use them the next time we run the main report.
    QWin Premier subscription
  • Rod Clark
    Rod Clark Member
    PLEASE.....how could anyone question the virtue of giving users the ability to customize reports to suit their needs. This is table stakes for any report writer. Astonished Intuit hasn't jumped all over this.
  • ZQkn
    ZQkn Member ✭✭
    Intuit has nothing to do with it. Quicken is now a completely separate business entity, if you don't know.
  • TPerk
    TPerk Member ✭✭
    The two most frustrating items for me are, as discussed, the inability to create user templates/report formats, AND the inabiity to resize investment acount report windows.

    It's simply unbeleivable to me that Quicken has not addressed these RUDIMENTARY features..
    Tom P In Sunny Virginia Beach, Va
    Q Win Premier Sub
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    The windows that display the report results can certainly be resized; are you referring to the customization windows?
    QWin Premier subscription
  • TPerk
    TPerk Member ✭✭
    No......Try clicking on an investment accout, and then try to resize the window.
    Tom P In Sunny Virginia Beach, Va
    Q Win Premier Sub
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Do you mean adjusting the column widths in the investment Transaction list? That is a longstanding issue.

    You can make the transaction list taller by collapsing the downloaded transactions area. You can make it wider by hiding the Accounts bar or making it narrower.

    Or if you want the account window to be resizable, try View > Use pop-up registers. 
    QWin Premier subscription
  • TPerk
    TPerk Member ✭✭
    I use pop ups. Adjusting widths seems to be no problem. Problem is cannot adjust window size anywhere except to full screen, esp problematic when there are downloaded tranaactions to view.
    Tom P In Sunny Virginia Beach, Va
    Q Win Premier Sub
  • ZQkn
    ZQkn Member ✭✭
    I am still straggling, as probably the rest of the users, with the kinds and quantity of report columns the current default report setting is producing. I don't always need "Tax Related", and I don't use "Tag". Still hasn't figured out use/benefit of the later one.

    As a result, not all of the columns fit in the report window. The left end of the report is usually hidden, and I have to change the report setting to see the columns that are useful for me. An unnecessary and time-wasting step, in my view.
  • TPerk
    TPerk Member ✭✭
    edited April 20
    I say again.................simply unbelivable, after all these years, that we don't have a way to create and save report templates, and we cannot increase or decrease the hieght of the investment account register window (without going full screen).

    This BASIC funtionality would make using Q much more enjoyable.
    Tom P In Sunny Virginia Beach, Va
    Q Win Premier Sub