Stop reports from resetting when applying new criteria (edited)

mazar1977
mazar1977 Member ✭✭✭✭
edited October 2023 in Feature Requests

I'm posting this as a new ideas as well as a bug if possible.

When I run a report on spending month to date (default time range) and then select a specific payee, then change to Last 12 months... it wipes out that specific payee and goes back to ALL payee spending for last 12 months. It should hold onto my choice for payee and ONLY change the date range.

This makes running reports VERY tedious as sometimes you have to click "Everything Else" 5, 6, 10 times before you finally drill down the the payee you want to find.

Either fix the report from resetting or at least add drop down options to select specific options like payee or category once you have selected the time frame you want.

1
1 votes

Completed · Last Updated

Reports no longer reset themselves when applying new criteria.

Comments

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin

    Hi @mazar1977 -- Thank you so much for the feedback! I'll reach out to our Product Team with this information and see if this is a bug or a feature request. Either way, I'll get it reported. You should be able to change date ranges without losing the search filters. I'll post on this thread once I have more information. Thank you again! -Coach Nicole

This discussion has been closed.