Duplicate Saved Reports

"Christopher Lightle" wrote

I think one of us is confused. ;-)

I don't think '08 allows you to "replace" a modified report. I believe it forces you to save a new version, which has no effect on the original.

Either way, if you have 2 reports listed with similar names, they are different reports. You can remove (or modify) one without any impact on the other.

After opening and modifying the original saved report I select save, the default name of the report to be saved is the original report name with a 1 added to the end. I remove the 1, select save, I am prompted to replace the report, and I select yes. Now in my saved reports list I have two saved reports with the exact same name. I open each report and both reports present the same information (as modified). I delete one report and both reports are deleted from my saved reports list.

Change your report preferences to "Customizing modifies current report or graph".

When your preferences tell Quicken to create a "new" report when you customize, then you tell Quicken to use the same name as an existing report ... Quicken gets confused. You are giving Quicken conflicting instructions; Quicken should catch the mistake and tell you it can't do what you ask ... but it doesn't.

If you truly need a "new"report, give it a "new" name.

Change your report preferences to "Customizing modifies current report or graph".

When your preferences tell Quicken to create a "new" report when you customize, then you tell Quicken to use the same name as an existing report ... Quicken gets confused. You are giving Quicken conflicting instructions; Quicken should catch the mistake and tell you it can't do what you ask ... but it doesn't.

If you truly need a "new"report, give it a "new" name.

"Christopher Lightle" wrote

The inescapable conclusion here is that you screwed up. ;-)

If it hurts when you do that, don't do it anymore!

See John's post.

You can have a new filename each time OR you can overwrite the old filename but you can't have it set one way and then try to FORCE it to do the other.

I it is not a user problem it is just one of the many bugs in Quicken

If I create a new report and tell Quicken to save it with the same name as an existing report and Quicken warns me that I will replace the existing report and I say yes it is reasonable to expect that the new report will replace the old one.

BTW, if I give the report a new name Quicken can't f>Christ>>> "Christopher Lightle" wrote

Chris, I'm having the same and worse problems in Quicken H & B 2006. I was fine before I decided to organize my reports into folders a couple of days ago. Not only do I get duplicate reports showing up and disappearing if I delete one, but I can't get the ones I select to appear on the toolbar and execute. The icon is there but nothing happens at all when I click it. It will execute fine from the Report center and it works fine if I put the entire folder on the toolbar.

I've always been able to save with the same name before and replace the existing report or give it a new name, with my preferences set at Customizing modifies current graph or report". Not any more. Newly named reports disappear and all these duplicates started showing up. I thought my file was corrupted so ran Validate, which found nothing.

Are you by any chance using folders also? I can't find a way to move a report out of a folder, which I'd like to try to see if it is folders that are causing my problems. jo

I don't have Q2006, but in Q2008 you would open "My Saved Reports" and click the "Manage Saved Reports" at the foot of the window.

In the resulting dialog, you can select a report, click "Move to folder", and select the folder to receive the report.

John,

that works if you want to move a report to another folder, but not if you simply want to dump into the collection of reports not in specific folders. Since Quicken even shows a pseudo folder named (I think) "No Folder" as an option for target folder, I tried choosing that, and the report simply disappeared completely. Very frustrating evening trying to get my reports reestablished on the tool bar. I was inspired to organize things under folders because of year end and accumulated clutter. That seems to have been my undoing. I've got what I want back for the most part, but only by repeatedly recreating reports that disappeared and by choosing entire folders, instead of individual reports from the folder, to be on the tool bar.

jo

I just did a test where I moved a report I created and saved from the report folder I created, to the "generic" Quicken saved reports folder: I didn't see any problem when I tried to display the resulting report.

That is: I saved a report in the default Quicken folder for saved reports and printed it with no problem; then I moved that saved report to a report folder I created, printed the report successfully; then moved the report from the folder I created, back to the default Quicken report folder, and printed the report again ... successfully.

Where did I not track what you did?

I'm not following the specific problem you are experiencing. Can you supply some additional information?

Sounds like you did what I was trying. It just doesn't work for me. There are a variety of things malfunctioning but the one I can specifically remember is that when trying to move a report out of a named folder into the generic "non folder", the report simply disappears [from any folder]

I think I have some major corruption in the file in the reports area, altho Validate doesn't pick it up. I used an existing report to create a new report with dates covering this year and when I saved it, the comments area had the name of a totally different report which I have in use for my 2007 income and expenses. That report is working, but only because I have it in my 2007 reportsfolder on the toolbar. (If I select it individually, it does nothing at all from the toolbar). Why its name should suddenly appear in the comment field of a totaly different report which I was creating indicates something is really rotten in Denmark. Which version are you running, by the way? I'm on Q H&B 2006.

For my previous posts, I used Q2008 Premier, R3.

This morning, I also tried the same thing in Q2007 Premier, R5 - and it worked there also.

Can you duplicate your problem in a New Quicken file?

I will try to creat a new file and duplicate the problem, but I bet you anything it will work in a new file because I really think I've got corruption. Shame I can't export report definitions. That's how you helped me solve a severe problem in my address book months ago. It also was not picked up by Validate.

I think this started with introducing folders and would dearly love to get back to the point whenI installed them, but I don't think there is a way to do that without losing all my reports or a lot of data entry. I'm also going to experiment with the setting of "create a new report on customizing" and see if I can get a functionally identical report which is not in a folder under a new name. Heretofore, I've always been able to customize an existing report and replace it under the same name. Can't do that now. Get two samed name reports (in or outside a folder) and deleting one deletes both.