Saved Reports [edited] (13 Merged Votes)
Comments
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This is a sorely needed feature!🙄
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Absolutely agree - saving reports is an essential feature. Please get it added ASAP!
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I am voicing my support for the ability of Quicken Simplifi to save report settings so that I don't have to manually adjust the categories or time frames I would like to see on demand.
Having a reporting feature baked in the software means that you are expecting the user to wish to run reports but our setups are often so different that cookie cutter reporting just doesn't apply for many. It is helpful to allow for on demand customization, and yet would it be that challenging to allow us to save that custom setting for repeated future use? This has been a feature request for a while based on this thread. I have been struggling with this for a while and only today discovered how to submit a feature request. I suspect this feature would appeal to many many more than just those on this thread.
Love the software overall! Thank you!
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It is critical to be able to save reports.
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Adding my request to be able to save reports/filters
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Repeating myself, but… Please please please!
Now that each report saves it's settings, the 'saving' part is done, which should be the hard part… Now it's just a matter of adding the ability to save with a name and restore (and a listing screen to rename/delete)
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Bump. It's been way over 4 years looks like this request still has not been implemented. I just realized after I tried to create reports for myself then I realized there is no way to save the custom reports. this would be greatly appreciated.
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+1
- Body is 3 characters too short.
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- Ability to save reports
- Include dynamic date option
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I agree, this should be implemented
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I’ve been using Quicken Classic for nearly 30 years to manage my finances and track upcoming bills. As I grow older, I realize that someone else may eventually need to assist with—or finalize—my financial affairs. Relying on platform-dependent software stored on a single home computer poses a serious risk that critical information could become inaccessible when it’s needed most.
I’m now transitioning to Simplifi and was surprised to find that preconfigured report filters can’t be saved. Consistency in reporting depends on using the same settings each time, so I strongly encourage you to add this capability to Simplifi.
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We should have the capability to save the report and then refresh the report based on current data. And also share the report link to my spouse for viewing.
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Did I read right that this is now on the dev list???
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