Enable setting default columns for "Quick" reports

System

This discussion was created from comments split from:

Add Ability to Set Default Columns, Sort and Sizes to Registers (125 Legacy/Merged Votes) (Q Mac)

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Roger Everson

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

https://community.quicken.com/discussion/comment/20426520#Comment_20426520

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.

Roger Everson

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

https://community.quicken.com/discussion/comment/20426544#Comment_20426544

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.

Roger Everson

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

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.

JoelC

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

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:

https://community.quicken.com/discussion/7949957/standardize-inclusion-of-memo-notes-column-in-reports

Shelster

I have a "**Categories by Year" report that I find immensely useful for finding outliers, which are often the result of missing or mis-coded transactions. I click on outliers to generate a "**Categories by Year - Details" drill down. My first step, almost every single time, is to add the Memo/Notes column.

I envision a few Details reports "Reports Defaults" settings:

1. __ inherit columns from parent report
2. __ always include columns [menu provided, already-included options greyed out]

Item 1 ("stickiness"), alone, is insufficient for drill downs; by definition, the Summarizing reports will not show individual transactions.