Notes about report customization

markstehm
markstehm Quicken Windows Subscription Member
edited May 2023 in Reports (Windows)

I have multiple saved reports for which I have to use specific date ranges in order for the reports to be accurate. Is there a way to add a note in the customization screens to remind me how this works when I update the reports?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @markstehm,

    Thank you for reaching out to the Community with your question.

    At this time, there is not a feature to add notes to the Reports Customization screen.

    However, if you wish to submit an official request for this feature to be added in the future, what you can do is create an idea post. This way other users who have the same or a similar request can vote on your idea.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @markstehm,

    Thank you for reaching out to the Community with your question.

    At this time, there is not a feature to add notes to the Reports Customization screen.

    However, if you wish to submit an official request for this feature to be added in the future, what you can do is create an idea post. This way other users who have the same or a similar request can vote on your idea.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.