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When a Report is Edited and Saved, is the original Report also saved?

JoanneL79
JoanneL79 Member ✭✭
edited February 2022 in Reports (Mac)
I want to Duplicate a Report, edit the Copy, and Save Both. How is that done?

Answers

  • JoanneL79
    JoanneL79 Member ✭✭
    I need to SAVE more than one version of a Report after edit.
  • RickO
    RickO SuperUser, Mac Beta Beta
    To make a copy of a report with changes, first open the report. Then click the Duplicate button near the top. Make the changes and then save the duplicate.


    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • JoanneL79
    JoanneL79 Member ✭✭
    OMG! I feel stupid -- very stressed at the time. I knew I had done it before but I kept searching the Quicken tool bar at the top. And, clicking on Help was no help. Thank you very much.
  • RickO
    RickO SuperUser, Mac Beta Beta
    You're welcome. Don't feel stupid. It took me a minute to find it too. I would have thought it would be in the top Reports menu, or at the very least available by right-clicking a report on the Reports main screen.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • RickO
    RickO SuperUser, Mac Beta Beta
    Update: I've just been told by the dev team that they have created a ticket to have a Duplicate Report menu item added. It will need to get prioritized, so there's no knowing when it might actually get implemented.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • JoanneL79
    JoanneL79 Member ✭✭
    That would be SO helpful. And, you have been very helpful. Thank you!
This discussion has been closed.

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