Bring back Quick Report for Mac (77 Legacy Votes)

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Comments

  • Paul SchopfPaul Schopf Member ✭✭
    edited November 2019


    As one who advocated for QuickReports, I would like to say that the "powerful search" is indeed great. I can search on payees, memos, ... you name it, on one or all accounts and get results virtually instantaneously. Once that is done (and perhaps refined) I can see the totals of all those transactions, etc. I don't know of any Banking query that I would need that I can't get from the search box. I am not sure that I can say the same for investment accounts, but I am very happy to have figured out how to use the search feature.


    Perhaps there should be a more obvious tutorial or guidance for us old timers
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    That's great that you find it works well for you but keep in mind that the results and totals for the searches does not display qualifying individual split lines; it only displays and totals all split lines, whether they meet your search criteria or not. 

    Quick Reports allows for better filtering and seeing and totalling only what you want.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    @Quicken Marcus many of us really look forward to seeing the results of that work effort.  :-)

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    I feel I need to elaborate my earlier response. Although searching has its place, and granted the searching functionality in QM2017 is nice, it can only meet certain needs. 

    So searching fills certain needs, and if its functionality is expanded, then it would reduce some of the need to create a Quick Report but be sure to understand that Quick Reports fit a need between simply searching and being able to create formatted reports from the same starting point, with access to such report features as sorting, adding subtotals of various kinds, etc.

    Hence, I see searching as a quick and dirty, but Quick Reports as being a bridge from simply searching/filtering to being able to start performing more in-depth analysis or investigating without starting over but without having to commit to setting up a full-fledge report from the outset BUT with the flexibility to then transition to building customized formatted reports of many kinds if one so needs/desires, without having to start your query all over again, just like in QM2007 and QWin. That is its power and usefulness...

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    (Canadian Q user since '92, STILL using QM2007)

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  • Philip SimsPhilip Sims Member
    edited November 2019


    Also agreed. Those of us who have been using Quick reports and enjoyed the ease of clicking on an easy to find icon miss that feature. "Hiding" features in right clicks drives us to google search too often. Making Quicken easier to use for casual users ought to be the thought process going forward, not just making it easier for techies or designers. But I am relieved to see that I can still access and customize quick reports, which are huge for me in tracking my business income and expenses.
  • Sarah CharlockSarah Charlock Member
    edited November 2019


    I was counting on Quick Report to get me through the accounting needed for an executorship. First, Quicken 2007, for the first time ever, lost data entry--a week's worth of work--in a crash. Now, because of that, I've upgraded to Quicken 2018 (Mac) and find I can't use Quick Report. Why did Quicken abandon this vital feature? 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    Just for reference, these are all the things that Quick Reports in QM2007 could do:

    image

    Quick Reports in QM2018, etc. still does not cover Memo, Account and Security (as mentioned above). And Filters in QM2018 still does not cut it, as it cannot isolate individual splits in transactions.

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

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  • Daniel HawleyDaniel Hawley Member
    edited November 2019


    Quick Report in QM 2007 was very easy to use and offered much better functionality. Please bring it to QM 2017
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    An update contrasting QM2018 and QM2007:

    Quick Report in QM2018 and QM2007 behave very similarly if you start a Quick Report by right-clicking a transaction: you get the option to create a report based on Payee or Category. In QM2018 you have the added benefit of doing a Quick Report on Tag (not so in QM2007 using the equivalent Class).

    QM2018, defaults the Quick Report to 12 months, whereas QM2007 defaults to the current year only.

    What is still missing from QM018 is the ability to create a Quick Report using Memo Account, and Security.

    What is also still missing in QM2018 is to create a Quick Report WITHOUT starting from a specific transaction.  

    The above dialogue box shows the ability to create a Quick Report from scratch, selecting the field, entering the search content, and selecting the date range (menu is hidden underneath) from either the pre-set date ranges, or pre-set custom date ranges. 

    Also, if you trigger Quick Report "from scratch" while in a transaction then the Quick Report auto-selects the corresponding field from the transaction (where the cursor is) as the quick report type AND auto-populates the 'contains' field with the data from the corresponding field in the transaction. MUCH MORE flexible and versatile as a 'Quick Report'.

    So, what is still missing are the extra fields (Memo, Account, Security) and the "Full" Quick Report dialogue.

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

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  • Barry GilbertBarry Gilbert Member ✭✭
    edited November 2018
    This reply was created from a merged topic originally titled QMac 2007 Reports.


    Q2018/Mac is improving.  But I cannot fully switch over from Q2007 until a full Quick Reports feature is available.  I use that feature multiple times each week in Q2007.  PLEASE continue to develop Quick Reports!!

    Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited July 2018
    This reply was created from a merged topic originally titled Moving to merge.


    Barry, can you describe what Quick Reports you do? I'm a longtime Quicken 2007 user as well, and I've found I can find pretty much what I need in Quicken 2018 between the Quick Reports and the really powerful Search box.

    The developers don't engage with requests to "just make it like Quicken 2007", but they do pay attention when people tell them what specific functionality they find missing (which can include examples from Quicken 2007). The specifics, and the how or why really matter in getting them to see where the current product is a problem.

    Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Susan JamesSusan James Member ✭✭
    edited December 2018
    Not sure why "Make it like QM 2007" is a difficult request.  2017 is completely different. I miss ALL the functionality of 2007.  Extra steps, less intuitive, less ability to narrow down a report without multiple steps.  I can no longer run 2007 so it would be difficult for me to explain exactly what I want (& this may be true for Barry also) except to say I want reports to function like 2007. I see this repeated by many users. You'd think developers would take a look at 2007 for clues. Just my thoughts. If this doesn't happen in 2017 & I hear that they get it right on 2018 it may be the one thing that drives me to that.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    Quicken is working on this, as noted in this reply above by Quicken Marcus.

    Meanwhile, I highly recommend you to add your VOTES to related IDEAS found on the:Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

    For background, you may want to read this post too. BTW, the columnar-type report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited November 2019


    Susan, I understand your frustration. But what makes "Make it like QM 2007" a difficult request for the developers is that the new Quicken Mac was designed to do certain things differently. Specifically, it has this very powerful Search feature which Quicken 2007 never had. The philosophy was apparently to make it easy and fast to do ad hoc queries by searching rather than creating reports. So the developers aren't as responsive to someone who says "I don't care about that; just make it like the old program" as they are to someone who says "well, I've tried the new approach, and I find it more difficult to do 'X' and there's no real way to do 'Y'." And that's why folks like me and @smayer97 (who both still use Quicken 2007 and certainly appreciate its virtues) post on this forum to encourage users like you and Barry to detail to the developers specific things you want them to implement or find lacking in the current Quicken, and to vote for features you particularly want.

    Here's a for instance... In Quicken 2007, the QuickReports I use most often are to search for Payee, Memo or Category. In Quicken 2018, I can type the same payee, memo or category in the Search box and quickly generate similar results, which was apparently the goal. But they're not quite the same. I first have to remember to change my register to All Transactions or Banking in the left sidebar before doing my search. Narrowing the Search to only look at one field (say memo) requires an extra step of fiddling in the Search box. If I want a specific date range, that requires setting a date range filter. Setting any of those parameters isn't hard to do, but what irks me is that I must manually set them back after my quick search -- clear the date filter, change Search back to All Visible columns, change back to the account I was working in. Also, search results include the full transaction where a split line matches the search, so you have to click to open them one at a time if you need to see the detail, whereas in Quicken 2007, every split appeared on its own line in the report. And that means the Quicken 2007 report total was a total of what I searched for, while the total in Quicken 2018 is meaningless because it contains other split lines that don't match the search criteria. (But if I right-click on the category, for instance, for a Report on the category, the resulting report is very much like the Quicken 2007 Quick Report, with only the matching split lines shown, unlike the Search.)

    The bottom line is that they're not going to just "make it like QM 2017" because they've intentionally changed the way parts of the program work -- some for the better and some for the worse, in my opinion. But they have shown they do listen to user requests to make certain things work differently, or to add ways to do things we can't currently do, when we can make them understand that something is missing or cumbersome to use. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Barry GilbertBarry Gilbert Member ✭✭
    edited November 2019


         The comments below are in  response to one by Jacobs, in turn a partial response to an earlier question that I had posed.  I do not expect features to *look like* Q2007; I just need the functionality.  I have 20 years of records, and I need to be able to search for items from a few years ago (not just "this year" or "last year", but even many years ago.  So, as several examples: 1) When was the last time I paid a bill to this particular merchant?  2) When was the last time I owned this particular stock, and how did it perform---what was its ROI and IIR, even many years ago? 3)  I know that I have owned this particular stock several times in the past 20 years, but when?  4) I remember writing a memo with regard to this particular transaction, but when was that?  5) ....and many similar examples.
         I read Jacobs's long response, and candidly I am mistified.  I cannot even find the "Quick Report" function that he describes, and when I called the help line, I was told that there is no such function/capability in Q2018.  Further, Jacobs talks about a powerful "Search" function.  Where is it?  It is not anywhere that I can see; I've looked through every single toolbar item, and all of the respective pulldowns, and----nowhere!  The only "search" that I can find is under the Help pulldown, and typing even the most simple query into that box yields nothing.  So, if there is another "search" box, would someone please point me to it. 
         Further, reading Jacobs' comments, he really does appear to be a super-user, and if *he* is frustrated by some of the complexities, where does that leave those of us who are mere mortals?
         I badly want to convert permanently to Q2018 (I am only running a "test deck" at present for learning purposes), because I am running on an old computer and a deprecated version of Mac OS, but I cannot do the upgrades until I can fully trust Q2018 to give me the functionality that I need.  The product is improving, but when will enough features be present that a cutover to Q2018 can be justified?
         Thanks for listening; and any guidance regarding where to find some of these features would be *greatly* appreciated.  The help line folks appear not to know.
         Barry Gilbert
  • Susan JamesSusan James Member ✭✭
    edited November 2019


    I am still working on QM 2017.  There is a "search all visible columns" (in QM2017) in each register on the right side right under today's balance/  Ditto if you are in "all transactions" or "banking" or Credit cards".  Still, for me "powerful search feature" in no way trumps easy and varied reports.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited November 2019


    Barry, as Susan notes, the Search function is the box in the upper right of any register window. Its default is to search visible columns in that register. That means if you wan to search for text in the Memo field, you need to have the Memo field visible in your register to search it. If you in the Search box and then click the small (tiny!) little down arrow on the left side of the box, you can select to search just one field (payee or memo, for instance).

    The key with Search is to make sure you select the single account, or the account group, in the left sidebar that you want to search. For instance,e I've had a number of credit cards over the years, so if I want a search across ALL my credit cards, I need to click on Credit Cards (or Banking) in the left sidebar to get a register with all those transactions that I can now search.

    So using your example, when you want to know "When was the last time I paid a bill to this particular merchant?", I click on Banking in the left sidebar, then type the merchant name or some portion of it in the Search box, and in a second, Quicken shows me all my transactions for that merchant, from most to least recent. (If you want to narrow the search time period, you can pull down the "All Dates" filter and limit the register (and resulting Search) to just the current year, last year, or enter any date range you wish. In reality, Quicken is so fast at performing these searches -- much faster than generating a Quicken 2007 Quicken Report -- that I usually don't bother setting a date range. 

    As for Quick Reports in modern Quicken, they do exist, but most support agents won't know them as that because they're labeled as "QuickReport" and they are not coming from Quicken 2007.  They're different because you create them when looking at an existing transaction, not out of the air. So if you're looking at a purchase from Home Depot, say, and you want to quickly see other Home Depot transactions, right-click (Control+click) on the transaction, and about half-way down the pop-up menu, you'll see "Report on Home Depot". 
    image

    Select that, and you'll get a "Quick Report" of all your Home Depot transactions.

    Just below that, you'll see a "Report on Household and 2 more >". This is a "Quick Report" for the category -- or multiple categories in this case, because the transaction I selected had split lines with multiple categories. It will generate a report of all transactions using the category(ies).

    But wait, you say, how can I do a Quicken Report to search for a particular memo? (That's probably my most-frequent use of Quicken 2007 QuickReports.) That type of Quick Report does not exist yet in Quicken 2018. But for me, using Search is just about as useful, and maybe faster. If I want to find when I bought or serviced my lawn mower, I might select Banking in the left sidebar, type "mower" in Search, and boom there's all my transactions. Want it as a printed report? Just select print, and the search results register becomes a report. Want to export what you found to deal with in Excel/Numbers? Select File > Export.

    Is this the full and exact replica of the Quicken 2007 QuickReport functionality? Nope. But once you learn your way around, I think most people will find they can do most of the things they did with QuickReports in 2007. And "learn your way around" definitely is an issue, because some of these features aren't right in front of you or instantly intuitive. How to use the Search functionality is actually nicely explained in Quicken 2018 Help... assuming you think to look there and can figure out what topic to look for. (In this case, click "Basics", then "Finding transactions" under the "Registers and Transactions heading".)  But if the "Report on..." functionality is described in Help, I'm not sure where to find it. So please don't take my descriptions of how you can do these things as an endorsement of the way they are currently implemented; I think they need more work for functionality and discoverability. I was only try to help you learn that there are some ways to do many of the things you're used to doing in Quicken 2007, but they're a bit different in Quicken 2018.

    Hope that helps answer some of your questions.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Barry GilbertBarry Gilbert Member ✭✭
    edited November 2019


    Thank you, Jacobs.  I don't have time right now to take this through step-by-step, but I *will*.  I really appreciate the tips.   BKG
  • Barry GilbertBarry Gilbert Member ✭✭
    edited November 2019


         Jacobs, your note was very thorough and very helpful.  I've spent a couple of hours trying out your suggestions, and they work as you describe.   For example, I never would have found the "tiny arrow" to which you drew my attention, and yet it was important.  It would be helpful if the software developers would make some of these features less obscure, e.g., by putting them in the top-level toolbars, e.g, under "reports" (though they may not like that particular suggestion).  Overall, I feel more empowered to use this tool, which I understand is still evolving.
         Another question: how do I find ROI and IRR for stocks that I have not held for a long time?  Example:  I have not held Sysco since 2002.  I tried various approaches, but none worked.  It seems that for *present* holdings, ROI and IRR are available; but not for long-gone holdings (which I *can* do in Q2007, although I do have to pick through the long generated report to find the individual stock).  Can anyone help me with this?

          Barry Gilbert
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited November 2019


    Barry, I agree that the tiny arrow in the Search box is a user interface mistake: (a) it's too small, and (b) it doesn't show up until a user clicks in the box. 

    (I have also argued, unsuccessfully, that it's not clear to new users that clicking on "Reports" in the blue menu produces a completely different action than clicking on the arrow next to "Reports", since there is no separation line or anything to convey that there are actually two separate menu choices there. in most programs, a menu item with a down arrow next to it signifies there's a dropdown menu if you click on it; Quicken confuses this by only showing the drop-down menu if you click on the arrow -- it's just not intuitive.)

    I'm not certain enough I can give you the right answer on your investment report question, but I suggest you post that as a new topic so some of the people here who are more knowledgeable in that area might see it and respond.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • HankHank Member ✭✭
    edited November 2019


    Count me as a 2019 QuickenMac user upgraded from Q2007---count me as one who needs QuickReport so I can see all transactions in  such as "Contributions" across all credit cards and checking accts--
  • Hub SmilyHub Smily Member ✭✭
    edited November 2019


    In Quicken Mac, navigate to the "Banking" heading in the sidebar.

    Make sure the "Date" filter is set to the range you need to see.

    In the Search box, put in "Contributions".

    Done.

    Alternatively, in that same Banking register, find a transaction with "Contributions" as the category, highlight and right click.  You should see "Report on Contributions" as a choice in the overlay.  Select that.

    Then customize the report to the specific date range.

    The key, in both of these, is to use the Banking heading in the sidebar to see the ENTIRE checking, savings and credit card registers all together.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    What you are offering is simply a filter in the transactions registers. It is NOT the same as the old Quick Reports. For example, the filter shows entire transactions and cannot show only the specific entry in a split, so any details and totals are not correct. 

    BTW, using the filters, you can also use the All Transactions view...

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019


    Hank see the post above, for info on how to use the limited "Quick Report" that does exist:
    https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport?topic-reply-list[settings][f...

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • HankHank Member ✭✭
    edited November 2019


    I've now read all of Jacob's input and it works great!!--who would have known the developers were creating a scavenger hunt for how you create a QuickReport!!!--I almost find Q2019 usable except for Loans--I cannot make Mortgages get in synch with my BofA mortgage or my loans to my kids--
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