Enable setting default columns for "Quick" reports

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System
System Member admin
edited March 29 in Reports
5
5 votes

Reviewed · Last Updated

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  • Roger Everson
    Roger Everson Member ✭✭✭
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    What I want is for the register report columns to be sticky. I almost never care what account the transaction is in because the transactions I'm reporting on are almost always in the same account. I'd like to set a default column in the edit preferences area.

  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
    edited March 28
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    That would be a separate IDEA. And do you mean the register view when you search or do you mean a generated report? It appears you mean the latter, but just want to be sure.

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  • Roger Everson
    Roger Everson Member ✭✭✭
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    When I right click on a transaction in the register, one option for payee is, "Payment Made to…" or when I click on the category in that transaction one option is, "Amount Spent on…". That's what I'm talking about. I posted that question/idea some time ago, and it got merged here. Somebody made a comment, I got an email, so I restated my original request.

  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
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    It may have been merged into another idea, but after reviewing this thread, I do not see it here.

    Nevertheless, thanks for confirming that what you seem to be referring to what some of us old-timer users call Quick Reports (as to how this was named in QM2007). I'll try to have a moderator split this into a new idea, as it does not appear to exist presently.

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  • Roger Everson
    Roger Everson Member ✭✭✭
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    OK Thanks. Sorry for any confusion. That account column started showing up in the last few update, and it made the reports much wider. That just increased my interest in a change.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    I hate having the enable the Memo/Notes could every time I generate a “Report on…” report from a register, so I support this feature request to be able to define the format we want for such reports.

    I will also add to this request the similar (identical?) reports generated by drilling down on items in the Home Dashboard. For example: clicking on the expense category in the “Spending by Category” dashboard card.

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  • JoelC
    JoelC Member ✭✭✭✭
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    I support this idea but note that I would first like to see consistency of columns in the registry and then consistency of the columns in the reports.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    This Idea request deals with columns in "quick" reports, but there are other areas where Quicken Mac is inconsistent in whether the Memo/Notes column is or is not included when a new report is created. If this is of interest to you, please visit this other Idea thread to add your vote and comments seeking consistency and the ability to have the option to have Memo/Notes included in all reports:

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