Reports Not Saving (Q Mac)

dioxide45
dioxide45 Member ✭✭
edited October 26 in Reports (Mac)
I am using an existing report of 2020 transactions and am duplicating it to try to create a new report for 2021. The problem is, that after I save the report and then close it, the report is no longer available for 2021. I have gone through the process multiple times and one time I thought it was saved because I could see it in "My Reports", but now when I go in there, it is gone. Am I doing something wrong?

Comments

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @dioxide45 I'm not able to reproduce this problem. Here's what I'm doing; see if this differs from what you're doing:
    1. Open the existing report "2020"
    2. Click Duplicate, creating a new "2020 copy" report
    3. Edit the dates from 2020 to 2021
    4. Click Save
    5. Quicken asks "Do you want to save changes to this report?"
    6. Click "Save as new custom report", and edit the name from "2020 copy" to "2021"
    7. Click Save
    8. The report is now visible in the Reports > My Reports menu 
    If I quit and re-launch Quicken, the "2021" report is still in My Reports.
    Quicken Mac Subscription • Quicken user since 1993
  • dioxide45
    dioxide45 Member ✭✭
    Thanks. That works. I figured out what was causing the issue. After saving the report, I was also changing the grouping to group based off of Category instead of Payee. This was then changing the report name to "Category Transaction" and saving it as that.