Save or Memorize
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Mike
I memorized Net Worth reports for December & January and they sit in the Side Bar. What's the difference between saved and memorized reports? Would they still sit in the Side Bar if they were saved?
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1
FatRaiderFan
on 17 Feb, 2010 10:44 AM
Memorizing a report memorizes the criteria used to generate the report. I often open one of the standard reports and change the criteria to something specific I want. Then I memorize the report and give it a meaningful name, so that I can use it again and again. Each time I generate the report, it could produce different data depending on what criteria is used. For instance, if the the Date criteria is set for This Quarter or Last Year, then the output will be different depending on the date the report is generated. This "memorized report" remains in the sidebar for easy recall and use.
Saving a report saves the output. MD can save reports in HTML, Comma Delimited, or Tab Delimited. This saves the data in a digital format. Saving a report is different from memorizing the criteria. "Saved Reports" do not appear in the sidebar. It would be a good idea to store them in an easily found directory on your computer. Generated reports can also be printed onto a piece of paper or, for Mac users, it can be printed to a PDF and stored digitally.
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Noname
on 17 Feb, 2010 11:32 AM
Just to add to FRF's excellent explanation, I use Save when I want to export data for use outside of MD.
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Mike
on 18 Feb, 2010 01:00 AM
Thanks FatRaiderFan & jbnyt for your response. I am on a Mac, OSX 10.6.2 but I'm not real sharp when it comes to computers as you will see. "Save" is what I prefer as opposed to "Memorize." I recreated my Net Worth report for 12/31/2009 and clicked save. The Export window popped up and I had to put something in "Format" and "File." I've never heard of 2 of the formats so I chose HTML even tho I don't know what that is. Now I have to put something in the "File" line so I clicked Browse. The "Select A File For The Report" window came up. At the top of that window it says Save As: and has Untitled.html grayed out. Would I put something like "NW12/31/09.html" in that space? Then I have to choose a folder. Would the Documents folder be the right choice there? Sorry to be so dumb but I just don't know. I thank you both again for your help. Mike
4
Jon Hoover
on 18 Feb, 2010 01:39 AM
Mike,
It would be unfair to say you're being dumb as you pretty much just figured everything out yourself in the above post. As far as I can tell you have the right idea. Regarding the format options: HTML is the format webpages are in, so if you saved it in this format you would want to view it in your web browser, the tab and comma delimited formats are text files that have your report put into a structure either with commas or tab spacing, you would view those using any document viewer. As far as your choice of document name and location, it is of course all up to you, but those do seem to be very appropriate selections.
Please let me know if there is anything else I can help you out with,
Jon Hoover, Moneydance Support
5
Noname
on 18 Feb, 2010 01:50 AM
Mike,
Do you want to export to an Excel file? If so then you would chose "comma delimited" for the file type. Next, when you hit the "browse" button you should type in your file name "NW12/31/09.csv" as you correctly suggested in the Save As box. Now you need to decide where to put this file. A default file folder probably shows up in the box in the center of the the next line down (it has 2 little arrows on the right hand side). This is where you can select the file folder you want to put this report. Select someplace you know how to get to (like Downloads or Documents). If you're new at this, I would suggest you write down the file name for the report and the file folder you put the report in so you can find it again. Once you've selected the file folder hit the Save button at lower right of the dialogue box. Now you're done.
If you want to open the report as a Word document you would select "tab delimited" or "html" as the file type and then follow same process described above.
Just to give you one more option (we never have enough options, do we!) you can also use the "clipboard" button to save your data. If you open the report from the sidebar you can utilize this option (which is the one I use as I find it the easiest for me). In this instance once you generate the report you would hit "copy to clipboard". Now you would go to the program you want to view the report in and open that program (Word or Excel). Once the program is open and you have a blank worksheet or document you would select Edit > Paste from the menu of that program and the report data would pop right in. From there you could save the file as you like.
Probably too much information, but wanted to try to be clear as I know how it is learning a new system.
Good luck.
I see that Jon from MD Support has already documented a good deal of this but I decided to post for the clipboard idea. Sorry for the repetition.
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Mike
on 18 Feb, 2010 04:55 AM
You folks are great, THANKS.
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FatRaiderFan
on 18 Feb, 2010 11:09 AM
Mike,
I know I am piling on here, but I can't resist. There is one more really cool way to save the reports. On a Mac, the Print Dialog box includes printing to PDF. This will allow you to view it with Preview, Print (from Preview) or Save it.
Printing and Saving to PDF creates documents that are not easily editable.
See the lower left hand corner of the attached screenshot.
Jon Hoover closed this discussion on 22 Feb, 2010 02:11 PM.