New Reports: Add an expand/collapse all option (edited)

JoshuaEnthusiasm
JoshuaEnthusiasm Member
edited December 3 in Feature Requests

Absolutely love the new reports beta formatting. It would be great if there were a way to expand/collapse all categories and/or subcategories at once. Bonus if the degree to which it was expanded/collapsed was remembered between sessions (like how it remembers the selected date range between sessions).

Currently, it defaults to all categories, subcategories, and individual transactions fully expanded. I most commonly want to reports to show subcategory totals, so I have to collapse dozens of categories individually every time I visit the page. It takes dozens of clicks to collapse each one individually. Just a minor nitpick for a great new feature.

5 votes

Active · Last Updated

Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I upvoted it. It is a pain to have to collapse them one by one, and then start all over the next time you open the report.

    It would also be NICE if when you exported or printed the report, it printed and exported it with the collapsed categories so it looks like what you see on the screen.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • DannyB
    DannyB Member ✭✭✭✭
    edited December 4

    @JoshuaEnthusiasm

    My understanding is that the new reports are a work in progress and the team is looking for feedback from users. Make sure, if you haven't already, that you post your suggestion here also:

    https://community.simplifimoney.com/discussion/15023/enhanced-reports-share-your-feedback-here

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer