tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/61294-reports-editing-and-updatingInfinite Kind: Discussion 2022-05-10T10:29:15Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T14:44:58Z2022-05-10T10:29:14ZReports - Editing and Updating<div><p>Hi Michael,</p>
<p>I believe that there was a bug introduced some time back that has never been addressed.</p>
<p>Try this workaround...</p>
<p>For Memorized reports:<br>
Open the Memorized report from the left side bar. Click 'Edit'.<br>
Set the report's parameters the way you want them. Click OK (to close the parameters window)<br>
Click Edit > OK (To open and close the parameters window without making any changes)<br>
Click Memorize > Update</p>
<p>For non-memorized reports:<br>
Set the report's parameters the way you want them. Click OK (to close the parameters window)<br>
Then, click Edit > OK (To open and close the parameters window without making any changes)</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T14:58:59Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Thanks Kevin. </p>
<p>Your work around for a memorized report did not work, but I'll keep at it. </p>
<p>May not be using Money Dance if this continues; may be forced to stay with Quicken</p>
<p>Mike</p></div>mbereytag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T15:28:02Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Hi Michael,</p>
<p>I just tried the workaround in Moneydance 2019.4 (1904) and it worked as expected.</p>
<p>I opened the Memorized report.<br>
Clicked 'Edit'. Changed the date range from 'This Year' to 'Last Year'.<br>
Clicked OK.<br>
Clicked 'Edit'. Clicked 'OK'. (without making any changes).<br>
Clicked 'Memorize'. Clicked 'Update'.<br>
The Memorized report now consistently generates last years data.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T15:36:11Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Thanks</p>
<p>I'll try again in a bit and advise </p></div>mbereytag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T17:43:49Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Memorized reports/Edit the report/Added a category/ Generate - report shows on screen with added category/</p>
<p>Leaving the report on screen went to Edit Screen and clicked OK</p>
<p>Clicked Memorize and then Update</p>
<p>added category is not saved<br>
On 6/4/2020 11:35:47 AM, Michael Berey <a href="mailto:mberey@comcast.net">mberey@comcast.net</a> wrote:<br>
Thanks</p>
<p>I'll try again in a bit and advise </p></div>mbereytag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T17:57:08Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Hi Michael,</p>
<p>It sounds like you may be accessing the Memorized report via the Tools > Graphs and Reports menu.</p>
<p>As provided in my first post, you <em>must</em> access the report from the left side bar.</p>
<blockquote>
<p>Open the Memorized report from the left side bar. Click 'Edit'.</p>
</blockquote>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T17:59:35Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Gotcha </p>
<p>thanks for bearing with me </p></div>mbereytag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T18:02:21Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Thanks Kevin - That did it !!</p>
<p>Stay safe !</p>
<p>Mike</p></div>mbereytag:infinitekind.tenderapp.com,2009-01-14:Comment/483825992020-06-04T18:03:49Z2022-05-10T10:29:15ZReports - Editing and Updating<div><p>Hi Michael,</p>
<p>You're welcome. I'm glad to hear that it worked.</p>
<p>Thank you for reporting back with your results.</p>
<p>Likewise, be safe.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.