Saved Reports gone!

bcaldoc

Between yesterday and today, all my saved reports are gone. When I choose a saved report from the list, it asks me for the date range and basically recreates it. This is not OK. I spend days every tax season creating and customizing my year end business report. I go through each and every entry. Qucken used to just save these reports, I have them back to 2005. Now when I open the older reports they default to 2024 and if I change the date range, the rest of my customization is gone. I just spent one hour on the phone with Quicken support. They tried to blame it on onedrive but I tried to create a new report and save it on my pc and the same thing happened. Now they tell me this is the new functionality. Reports are not saved, they are recreated every time. This is NOT OK. I can save each report as a pdf and always have, so the info is not lost, but I do NOT like this new way.

Anyone else have the same problem? Maybe there actually is a fix?

CaliQkn

@bcaldoc - for clarification, is your list of reports actually gone, or is it just that Quicken creates a new report when you select it. If it is the latter, then it could be that some of your report options may have somehow changed.

Check your settings under Edit→Preferences→Reports and Graphs, to see if this is the case -

bcaldoc

Yes, Quicken creates a new report when I select it. I do not understand the choices above. What should I check in order to find copies of my reports as they were initially created?

CaliQkn

@bcaldoc try choosing "Customizing modifies current report of graph" and uncheck "Customize report/graph before creating". If they are already that way, then try changing the options to something different and changing them back.

bcaldoc

Did that, no help. Basically I do not know what "saved reports" means anymore as there are NONE. When I create a new report and it asks me if I want to save it, what's the point? It is NOT SAVED, it is recreated every time I choose it and not necessarily with the same options, settings etc. In other words it is NOT SAVED.

CaliQkn

@bcaldoc sorry that didn't help. I am not sure why your reports went missing. Could be a multitude of reasons or causes.

Are you still having issues with reports not saving? You mentioned OneDrive. Do you access your data file from OneDrive?

I know that some time has passed since you first noticed the issue, but do you remember if here was anything unusual about Quicken prior to the issue?