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Hi there, @Simplifi_User_101, thanks so much for the feedback. There's surely a way to solve this - we'll think about it and get back to you with our plans.

Hello, some quick feedback on the new (beta) reports functionality:

1. The new beta .csv export functionality seems to try to flatten category hierarchies into a flatter hierarchy than is actually defined. The beta pdf export functionality seems to retain the category hierarchy as defined. Having the csv version flatten the hierarchy gives a very different representation of category rollups than I wanted when I defined the categories. Why the change?
2. The new beta csv export omits category sub-totals. Why the change?
3. The new beta csv export introduces a column called "Concept" which is the flattened category hierarchy. Why introduce a "Concept" column that is populated with a flattened category hierarchy? It doesn't really help anything to add new 'concepts' to the notion of categories, which I think is pretty well understood. Why the change?

In both old and new reporting features, the pdf export function is difficult to use because it seems the page layout is fixed. So, if I want a report that gives me a monthly breakdown and an annual total, the report is wide enough I have yet to figure out how to use different page sizes and layouts to get a useful report that does not have columns split inconveniently across multiple pages.

I find the Excel export functionality of the old reporting by far the most useful output mode. Next most useful is the old .csv export, since category hierarchies reflect what I have defined, and category subtotals are included.

MOST IMPORTANTLY: If we end up ONLY with the new beta csv export functionality (again, pdf is not very useful) then it looks like I won't have ANY export mode that gives me a spreadsheet with the category hierarchy I have defined. This would be a huge regression in functionality.

PLEASE DONT remove the existing excel export!!!