Reports

Robert Graham's Avatar

Robert Graham

14 Dec, 2017 09:34 PM

My memorized reports alway lose their settings and return to the default settings
Perhaps I'm using the wrong reports, I need to separate and display specific categories for my accountant, utilities:Electric for example.
I'm trying to use Cash Flow and Cash Flow detail but all the reports I memorize return to the defaults when I open "edit" or select them from the bar.

  1. 1 Posted by -Kevin N. on 14 Dec, 2017 11:29 PM

    -Kevin N.'s Avatar

    Hi Robert,

    For Memorized reports:
    Open the Memorized report from the left side bar.
    Set the report's parameters the way you want them. Click OK (to close the parameters window)
    Click Edit > OK (To open and close the parameters window without making any changes)
    Click Memorize > Update > OK

    For non-memorized reports:
    Set the report's parameters the way you want them. Click OK (to close the parameters window)
    Click Edit > OK (To open and close the parameters window without making any changes)

    Try using either of the Income & Expenses Reports.
    When setting the parameters, click the 'Reset' button first.
    Look to the buttons along the top of the large box.
    Click the 'None' button, then the 'By Individual' button.

    You can then select the desired category(s) to report on.

    -Kevin N. (not a member of MD support)

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