List of Requests for Report Related Features in Quicken for Mac

  • 6
  • 173
  • Idea
  • Updated 3 days ago
  • (Edited)
This post is to try to consolidate in one place all posts for IDEAS for different types of report features, configurations and related discussions, such as formatting or organization of info.

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click VOTE at the top of THIS page to promote this list, to encourage other users to also vote on the items belowTHIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2Click "FOLLOW" at the top if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

 Now VOTE to your heart's content! Your VOTE matters!

(When you are done, you may also want to  add your VOTE for different TYPES of reports, here:
https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...)


BACKGROUND:

The following post is a backdrop of the issues around the current design of reports in QMac and a reflection of the desire to have a customizable reporting engine with the power and flexibility of QM2007 and QWin.
https://getsatisfaction.com/quickencommunity/topics/request-for-customizable-reporting-engine-in-qm2...

As an example, I highlight how in QM2016 it takes 4 separate reports that are achieved with only 1 report template in QM2007
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smayer97 (QM2007, CDN user since '92), SuperUser

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Posted 2 years ago

  • 6
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For each of these below, first, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

Click the link to go vote for the Selection Criteria for -No Category- and -No Tag- on Reports to allow reports to include uncategorized or untagged transactions on the same report as categorized or tagged ones.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the Ability to Include $0 (zero) Transactions in Reports.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for having SubTotals on reports.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for having more Sort options on reports.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the Ability to Choose to Show/Hide Columns That Appear in Reports. (DONE)
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the Ability to Include or Exclude Transfers on Reports.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the related feature for Expanding split transactions.

Though it initially deals with the registers and reconciliation, it also addresses reports.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the Ability to Drill Down on ANY Report. (DONE)
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote to Add ability to copy/duplicate custom reports. (DONE)
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for Report Formatting Options.
(Edited)
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(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote to Freeze left column for scrolling and shrink report for printing.

Also adding Subtotals to Columnar reports is mentioned above. Also Vote for Columnar Reports which addresses subtotals.

(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote to enable Export to spreadsheet or CSV ASCII file (for all reports). (Partially DONE)

(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote to Add values of hidden investment accounts to investment graphs.

(You may also want to add you vote to the List of Requests Related to Features for Investments)
(Edited)
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(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote to Add option to identify reports that need to be updated when a new Category or Tag is created AND When creating new accounts!
 

(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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(Edited)
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Susan James

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I appreciate smayer97 going to the trouble to add all these options to vote on.  I personally don't use all of them so mainly voted for the ones that affect me but so many users (like me) seem to like the way reports worked in QM2007, you would think the developers would just take a look at that & try to make current versions do reports in the same way! I am never sure I really have all the info I need in a QM2017 report! And there are more steps to take to get what I want.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Click the link to go vote for the Ability to store notes/comments with a custom report.

(If you find any of these replies helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)

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