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Cannot save a custom View for a Saved Report - with expanded categories

gsarchitect

I cannot seem to save a custom View for a Saved Report; for instance after setting up the report template (selecting Categories, Payees, Date Range, etc) I want to expand certain categories but leave others collapsed. After doing that I save the report again with the new expanded categories and close. When I re-open the Saved Report all the categories go back to their default collapsed view.

Thank you!

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Quicken_Natalie

Hello @gsarchitect,

Thank you for taking the time to visit the Community and post your issue, although I apologize that you have not yet received a response.

If you are still needing assistance with Custom Saved Reports in Quicken, please take a moment and review the information available here and post back to let us know what version and release of Quicken you are using.

Please also let us know the type of Report that you are experiencing these difficulties with, as I am unable to replicate this behavior with a few different Report types that I have tried thus far.

You may also find this Support Article to be helpful in identifying a solution.

Thank you,

Quicken Natalie

q_lurker

gsarchitect said:

I cannot seem to save a custom View for a Saved Report; for instance after setting up the report template (selecting Categories, Payees, Date Range, etc) I want to expand certain categories but leave others collapsed. After doing that I save the report again with the new expanded categories and close. When I re-open the Saved Report all the categories go back to their default collapsed view.

Thank you!

That is 'normal' behavior. The Save part is with regard to accounts, securities, payees, etc. There is no intent that the Save apply to which parts are expanded or collapsed.

Perhaps this should be changed to an Idea Post.

Comment retracted as apparently out-of-date or not applicable to this report.

gsarchitect

Natalie,

The report is a Spending-Itemized Category report. When I setup the report (I have s sample Pic but I cannot find a place to upload it on this post) the primary categories are collapsed. I want a view where “some” of the categories are expanded. When I expand those selected categories and re-save the report and close it, after I open the report again it does not save the view where the selected categories had been expanded and I have to repeat the task every time I open the report…very frustrating.

Thank you,

Bob_L

When I open that report, expand categories and save it, they remain expanded when I open the saved report. Are you saving the report to a new name in saved reports?

gsarchitect

Thx for the feedback. Very strange, under no circumstance can I get that to happen. I tried it both ways: I save the report under the same name and I also save it under a different name but same result. Every time I open that report the categories reset to collapsed view.

Sincerely,

Bob_L

Are you saving via the disk icon on the top of the report? Have you tried that using the button on that dialog box that says "save copy" to see if that works?

gsarchitect

Yes and yes.

Bob_L

What version are you on?

Snowman

This has been an issue with many reports for 5+ years. It does not matter if I contract all categories and save the report either to the same name, save as a copy or a new name the results are the same. When I reopen the report the changes are NOT saved. I have tried recreating one of the reports from scratch, same results.