Memorized reports - sort list in order

roneydxb's Avatar


07 May, 2021 12:31 PM

Please can you get the Memorized reports ( Tools -> Graphs & Reports -> Memorized Reports ) listed in alphabetical order - so that there is a logical way to find them and without going cross eyed at times. Perhaps even add the option to sort them or search and find. I am hoping to add many more memorised reports to my current list - but need this - thanks.

  1. 1 Posted by roneydxb on 07 May, 2021 12:33 PM

    roneydxb's Avatar

    I forgot to mention..
    additionally.. the option to add them to groups would be even more useful.

  2. Support Staff 2 Posted by Maddy on 07 May, 2021 01:01 PM

    Maddy's Avatar

    Thank you for your suggestion, Roney!

    For the time being, if you wish to sort your memorized reports list in a way that is more functional for your needs, you could rename each report by adding a number before its name.

    Within Moneydance, navigate to Memorized Reports> select Report from the List->Change Name-> OK.

    Finally, as per your request I have created a suggestion ticket (#5517) and the development team will look into it.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  3. 3 Posted by roneydxb on 07 May, 2021 01:15 PM

    roneydxb's Avatar

    Hi Maddy,

    Thanks for the update. However, I dont think this is working. Per your suggesion - i added the number 10 - for the TAX reports in the screenshot ( starting as TAX ). However, some of them went up the list.. but some went down the list even ! I'm not sure I understand how it works. I will eventually try and get a numbering system in place to try and group related reports together.. but this one example makes it sound like I am fighting a losing battle already...

  4. 4 Posted by roneydxb on 07 May, 2021 01:21 PM

    roneydxb's Avatar

    Hi Maddy - a screenshot to explain my earlier statement. Don't mean to bombard you with images and stuff - just making sure the message has clarity whilst being as short as possible.

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