Memorized reports - sort list in order

roneydxb's Avatar

roneydxb

07 May, 2021 12:31 PM

Hi,
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.

  5. System closed this discussion on 06 Aug, 2021 01:30 PM.

  6. roneydxb re-opened this discussion on 08 Mar, 2022 11:10 AM

  7. 5 Posted by roneydxb on 08 Mar, 2022 11:12 AM

    roneydxb's Avatar

    Hello Maddy,
    Please could you update status of this request. The reports are still not in order and you go cross eyed trying to find a report from an extensive list..

  8. Support Staff 6 Posted by Maddy on 08 Mar, 2022 11:44 AM

    Maddy's Avatar

    I’m sorry to keep you waiting, but I’d like to run your query past the development team who may be able to provide further information.

    --
    Maddy, Infinite Kind Support

  9. 7 Posted by roneydxb on 08 Mar, 2022 12:07 PM

    roneydxb's Avatar

    Appreciate you taking this up again Maddy.
    Looking forward to an update.

  10. 8 Posted by tonyt on 08 Mar, 2022 12:41 PM

    tonyt's Avatar

    I have asked for those too, sortable and collapsible grouped reports rather like sub categories, so
    TAX
         2019
         2020
         2021
    INSURANCE
         Car
         House
    Etc…..

  11. Support Staff 9 Posted by Sean Reilly on 09 Mar, 2022 09:47 AM

    Sean Reilly's Avatar

    Hi All,

    Sorry for the oversight in not sorting this list! The change is already made and tested, so the next preview/stable update will have the memorised reports and graphs sorted alphabetically.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  12. 10 Posted by roneydxb on 24 Mar, 2022 06:38 AM

    roneydxb's Avatar

    Hello Sean ( and other users ).
    I see preview 4068 is released - which includes this update. Anyone downloaded and use this already ? Keen to know that it is good to use..

  13. 11 Posted by tonyt on 24 Mar, 2022 07:17 AM

    tonyt's Avatar

    I am also keen to know about any major bugs in 4068
    Also, any chance of collapsable folders in reports as suggested before. Would save scrolling through loads of them to find the one you are looking for.

  14. 12 Posted by roneydxb on 19 May, 2022 02:07 PM

    roneydxb's Avatar

    Hello Sean,
    Ref this update on the Memorized reports. The reports are indeed now in sorted order which is great - however, the UPDATE function does not work.

    I am trying to edit a memorized report. I click EDIT to make changes, added additional source accounts to be included - and want to save/update this report. Only option is to finish the changes - press OK to get the updated report generated.

    Then, I click on MEMORIZE. Here, I've tried two methods as below - but both dont work:

    method 1. click on the arrow beside the name to bring the existing list - select one and I click UPDATE. When i exit and go back to reports - the change was not saved.

    method 2. I re-type the name manually ( exactly as earlier ) and press OK. It says MEMORIZED ITEM EXISTS - OVERWRITE IT ? I click YES - then DONE to exit from the report - then close the report edit page ( cancel works the same ) and get back to Moneydance. And I go back - and yet again the changes are not saved.

    Please can you fix these issues.
    Several additional suggestions are given - but this one is rather urgent please.

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