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Is Quicken working on allowing user ordering of saved reports?

NYCTMAGA

I have many reports in various folders. I'd like to be able to rearrange them in an order that is natural to me. As it exists, the default and only order is the way the report was initially saved. I'd like to be able to arrange reports in the way that is useful to me.

If you allow user-generated rearrangement, you maybe should also allow a means for sorting alphabetically and maybe other ways. But the user-defined arrangement is what I want if there is only one method.

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Reviewed

Status: Reviewed

Comments

NotACPA

I've not previously heard of any such request. Why don't you "Flag" the post and ask the Mods to change it to an IDEA, so that other users can vote on it (or not) and see what support it gathers.

That's how, when sufficient votes are received, an idea starts getting considered by Q.

NYCTMAGA

Thank you. I just did what you asked.

Quicken Jasmine

Hello @NYCTMAGA,

I have changed this discussion to an idea so that way other users may come across it and upvote.

Our product and development teams frequently review new ideas.

Thanks!

JoelC

Agreed, the inability to order reports is extremely annoying, I do wish that Quicken would address this.

FredArthur

Yes, please sort the reports in the Report Folders pinned to the taskbar. Perhaps it should be an option in "Preferences → Reports".
Simply sorting the reports would go a long way. The code base is in "Manage Toolbar Reports" where the reports are ordered alphabetically (caseless).

As displayed in "Manage Saved Reports"

Quicken Kristina

Hello All,

This Idea seems to have stalled, and we would like to gauge the current interest in this request.

Thank you!

FredArthur

I guess everyone has there own priority on what should be done.
I am still hopeful that one day the reports will appear in alphanumeric order.

In the meantime I am just opening the Reports and Graphs Center. There I find my reports in sort order.

Thank you for your interest.

FredArthur

Second thoughts:
How about this: in the Reports and Graphs Center → My Saved Reports add the capability to search for a report by name, wildcards accepted. And return a list of the reports that meet the criteria from which you can select one to run. "Tax.." returns all the reports that begin with the title 'Tax'. "..tax.." returns all the reports that contain the word 'tax' in the report name. Use the same 'Matching' criteria as is current available in reports.

Give Peace A Chance,

73 de KE2QR
Fred J.

Quicken Alyssa

Hello All,

This Idea seems to have stalled, and we would again like to gauge the current interest in this request. Please vote if you have not done so already!

Thank you!

FredArthur

Technical Request: Please update the behavior of the Pinned Report Folder so that all reports displayed within a folder are sorted alphabetically by name. At present, the list appears in the order items were added, which seems unintended and likely an oversight.