How to change the default columns in a payee report

Roger Everson
Roger Everson Member ✭✭✭
edited February 2023 in Reports (Windows)
The default columns in a Payee Report (right click on a register entry) include columns I rarely need and mostly don't want unless I ask for it such as "account", or "tax item".  Is there a way to change the default columns?  If so, how?

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    No, you cannot change the defaults. 
    You can customize a report the way you want it and then save that version as a saved report. You can the include that in your Quicken toolbar if you use it frequently. 
  • Roger Everson
    Roger Everson Member ✭✭✭
    edited January 2023
    How do I make a request for a future update to include that option?  I would think that would be a needed capability. Especially considering that you have to edit the report to add other accounts to the report.



  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Roger Everson said:
    How do I make a request for a future update to include that option?  I would think that would be a needed capability. Especially considering that you have to edit the report to add other accounts to the report.
    You can post an idea under the https://community.quicken.com/categories/reports-%28windows%29 area.  I would not have high hopes of implementation. The reports tools as a whole have been pretty much unchanged for years. I would only see your idea taking hold as part of a complete redo of reports. 
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Perhaps I should have pointed you to this post 
    https://community.quicken.com/discussion/7644736/default-report-format#latest

    I see you started a new idea. I'll suggest to a moderator that merge yours be merged into that one which has some substantially similar comments and suggestions.
  • Roger Everson
    Roger Everson Member ✭✭✭
    Thank you.
This discussion has been closed.

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