Customize saved report issue? ugh!

stoll

I open a saved report. I want to adjust the catagories in this saved report (like ADD a catagory into the report). I click the customize report and then select "catagories".

At this point every catagory is checked, not just the ones from the customized report.

This is a major [Removed - Language], what am I doing wrong???

Boatnmaniac

Did you scroll down the list and confirm that every category is checked? In my saved reports I will often see this exact same view but when I scroll down the list I see ones that are not checked just as I left them.

If indeed the report does have all categories selected and that is not how you had previously saved the report then it could be that the customized report has become corrupted. You could try re-customizing that saved report, again, and then saving it, again. But the odds are that if it really has become corrupted, something that sometimes (not often) happens, it will not save properly. Then you will probably need to start over with a new default report, customize it and save it. It can be saved with the same report name which will then replace/overwrite the currently saved report.

I'm not sure why customized reports sometimes get corrupted but it seems to have started happening with my saved reports when Early Access Preferences were introduced. For me, I found that deselecting Customize Reports under Early Access has restored stability to my customized saved reports.

Boatnmaniac

Did you scroll down the list and confirm that every category is checked? In my saved reports I will often see this exact same view but when I scroll down the list I see ones that are not checked just as I left them.

If indeed the report does have all categories selected and that is not how you had previously saved the report then it could be that the customized report has become corrupted. You could try re-customizing that saved report, again, and then saving it, again. But the odds are that if it really has become corrupted, something that sometimes (not often) happens, it will not save properly. Then you will probably need to start over with a new default report, customize it and save it. It can be saved with the same report name which will then replace/overwrite the currently saved report.

I'm not sure why customized reports sometimes get corrupted but it seems to have started happening with my saved reports when Early Access Preferences were introduced. For me, I found that deselecting Customize Reports under Early Access has restored stability to my customized saved reports.

stoll

Thank you for your quick reply!

Upon further invistigation, no not all catagories were checked. I had the Show Hidden Catagories check box checked, which created a huge list of additional catagories, all of which were checked. It was wery sluggish when I unchecked the box, but after that all seemed to return to normal.

I've just been using Quicken so long, I had setup my catagories ages ago, just never had the desire to try form and fit into what are now the "standard load" catagories.

Yes, I'm sure there are a few of us Dinosaurs still out here… :-)

Boatnmaniac

You are welcome. From one Dinosaur to another: Happy New Year!