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"Save as new report" overwrites original report instead of creating a new report

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This discussion was created from comments split from: Enhanced Transaction List Toolbar: Share your feedback here!.

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DavidB

BUG in "Save as new report" - it overwrites original report instead of creating a new report

I created a report and saved it as "New Orleans 2026" (ignore that red icon with the 3 white dots, that's my password manager, not Simplifi)

I then modify the filter > apply it > click the 3 vertical dots in upper right > Save as new report > give it a new name, "Baltimore 2026"

Only the new report, "Baltimore 2026" shows (even if I do a refresh)

Coach Natalie

@DavidB, thanks for reaching out to the Community!

Since your comment was off-topic to the feedback thread you posted to, I have split it into a new discussion. For more details on how to post to the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

When testing this in my own Quicken Simplifi, the only thing I saw "overwritten" was the report name in the recent tabs across the top. This makes sense, since I am editing that recent report into something new. When I navigate to my 'Saved reports', however, I see both reports that I saved:

Are you able to access both saved reports from the 'Saved reports' section? And if you click the one that isn't showing in the recent tabs across the top, does it add it to the recent tabs?

In case it's helpful to you or other users, our help article here goes over how reports work, including saving reports: https://intercom.help/acme-1e77d279bfd5/en/articles/4592676-using-reports-on-the-quicken-simplifi-web-app

Let us know!

DavidB

Well, duhhhh!

I am embarrassed to admit that I didn't notice that the "saved reports" were over on the right! I thought the saved reports were the tabbed reports; I didn't realize those were just the recent reports.

Never mind!

Thanks,

David

Coach Natalie

@DavidB, no worries, that's what we're here for! Glad to hear you got things worked out.