Ability to store notes/comments with a custom report (Q Mac)

John Keating
John Keating Member ✭✭
edited May 14 in Reports (Mac)
Would like a free-form text field associated with a report that lets me save notes about the report. I'd use this to describe what options the report uses, a more detailed description of the report and its purpose; i.e. any custom notes that are pertinent to the report. This would be just like the existing notes field for each account.


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3
3 votes

Implemented · Last Updated

Comments

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited January 2019
    Absolutely needed! QM2007 has this ability to add a description. Really useful to get this back.

    This IDEA has been added to the List of Requests for Report Related Features. You may want to click on the underlined link, then follow the instructions to add your vote to other related IDEAS.

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  • RCinNJ
    RCinNJ Member ✭✭✭✭
    edited January 2019
    One of those features who's benefit is obvious as soon as you hear it. 
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited May 14

    [Removed]


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  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Under the current Report Engine you can current name a report as needed AND record a description. Not sure what more is needed...

    In my mind, this IDEA had been implemented.
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    (Canadian user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    smayer97 said:
    Under the current Report Engine you can current name a report as needed AND record a description. Not sure what more is needed...

    In my mind, this IDEA had been implemented.
    I agree this could be marked implemented. The Description field isn't practical for a long note, but it's probably good enough for most needs.

    One thing that's odd is that you can only see and edit the note from the Reports screen. It would be nice if you could enter/edit the description while editing the report -- I'd expect it to be on the Editor Report screen -- but you can't. For users who access their reports via the Reports menu rather than the Reports screen, this might be confusing. (It's not important enough for me to create a new Idea post for this, but if someone created such a request, I'd give it a vote. ;) )
    Quicken Mac Subscription • Quicken user since 1993
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