fix saved report management - needs modernization
if you want to delete several reports from a user-created-folder, you have to right-click on a report, follow the confirmation dialog, and (then the list of reports shifts so you have to) scroll down to see the list again.
for each report, you have to repeat the time consuming process above.
report management should be modernized with use of widely known windows tools such as CTRL-click and SHIFT-click to select multiple reports, and use of the DELETE button.
Comments
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Yes. Windows standard needs to be adopted throughout product.
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Saving reports should default to the same sequence as Windows. When I save it, it should default to using the title. It should default to save a new report in My saved reports. If editing an existing report, it should default to save it in the folder it came from. If it will overwrite an existing report, it should warn and ask permission to replace it or allow me to change the name and/or location.
In the gear used to edit the report, it would be helpful to show the name of the template used in creating the report.
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I strongly agree on showing the name of the report template. This would be particularly helpful if you are having problems with a report and want to re-create it.
QWin Premier subscription0 -
Hello All,
This Idea seems to have stalled, and we would like to gauge the current interest in this request.
Thank you!
Quicken Kristina
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I'd still like to see the changes I listed in May 2025 as well as the others in this thread.
When I create a custom report, I search through the Standard Reports to find one that produces the report format customizing options I need such as sorting, comparisons, subtotals, column selection, etc. Standard Report are customizations of templates. If there was a list of Standard Templates, it would be faster to search the shorter list. Also, I'd be helpful to show the name of the template in the report.
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