Set default report organization to "date/account"

Trepid
Trepid Quicken Windows Subscription Member
edited November 11 in Reports

I am almost never interested in seeing my reports organized by "account/date" so, every time, I have to reset the organization to "date/account". I bet many others have the same issue. Having the option to set "date/account" as the default would be an improvement.

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  • pablomiller
    pablomiller Quicken Windows Subscription Member, Windows Beta Beta

    Hello @Trepid … can you please say more about your statement … "reset the organization to "date/account" "

    It sounds a lot like a feature I requested earlier this year, which is essentially the ability to "transpose" the X-Y orientation of any report. Your statement sounds like that capability already exists, but you want the ability to set a default in a certain way: Date as the First Column, and the other items, whatever they may be as succeeding columns.

    My requests for you:

    1. Can you elaborate on how you're even able to "reset the organization to date/account" with the current software ? If I'm understanding correctly, this would be very helpful to me for some of my offline analysis
    2. Can you take a look at my IGNORED Ideas (below), either of which would solve a major GRIPE I have, and comment, if possible

    Transpose Feature in Reports — Quicken

    Report Column Limit Expansion — Quicken

    Appreciate in advance any feedback you may provide … I'm also looping in the only other User who provided any feedback at all to may feature request, which was @Jim_Harman

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Some reports offer distinct Sort options. I use the Spending / Itemized Categories report below as an example.

    image.png

    @Trepid is (I believe) simply asking for the default to be a user preference rather than always defaulting to the first Date/Account selection. FWIW, I have my preference selection to be for Reports and Graphs to show me the customize screen first. That way I can choose the setup I want (Dates, Accounts, etc.) before the default version of the report is shown.

    image.png

    I don't see @Trepid 's circumstance relating to @pablomiller 's.

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