Report Folder enhancement
Kim
I'm not sure what the vehicle is to put forth an enhancement to the developers. If this is not the right way, please let me know the appropriate step. If it is, read on.
General Question #58879 has raised the issue of being able to create folders for reports. In harnessing the power of Moneydance's report system it doesn't take long to overwhelm the "Memorized Reports and Graphs" window to the point of needing to scroll, and scroll, to find the report of interest. One respondent cleverly uses the ASCII hierarchy, as a workaround, to get their reports into an order that works for them. As someone said somewhere "there's got to be a better way".
I would ask you consider including the ability to create folders for the "reports and graph" system.
Thanks for your consideration,
Kim
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1 Posted by rm2426 on Apr 03, 2018 @ 09:35 AM
Try naming the Reports in a consistent (Report-Type) naming manner, i.e. MD-P&L-2018-0301 (Time?), MD P&L-Details-2018-0301 (Time?), MD BS-2018-1231 )Time?), MD Accts-2018-0101 (Time?), etc.... the Memorized Reports are listed Alphabetically and I can find them easily-all at a glance. Folders would add one or more step(s) to find the Report, and more, if not found and have to search folders which contains the Report ?
rm2426
2 Posted by tonyt on Apr 10, 2018 @ 04:21 PM
IMHO I think folders are a really good idea, but if you don't want to use them, you could just stick to a really long list?
Cheers....
System closed this discussion on Jul 10, 2018 @ 04:30 PM.