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Subject Author Date
Duplicate Saved Reports Christopher Lightle 12-22-2007
Posted by John Pollard on December 23, 2007, 9:50 am
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 Christopher Lightle wrote:
>>
>>
>>> In Quicken 2008 I customized and replaced a saved report
>>> which was
>>> created and saved many versions ago. I now have two of
>>> these
>>> reports in my saved reports list. How do I remove one
>>> without
>>> removing both?
>>
>> 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.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by Ken Abrams on December 23, 2007, 11:34 am
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> 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.
>

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.




Posted by jo on January 3, 2008, 7:37 pm
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wrote:
> In Quicken 2008 I customized and replaced asavedreport which was created
> andsavedmany versions ago. =A0I now have two of thesereportsin mysavedrepo=
rtslist. =A0How do I remove one without removing both?
>
> Thanks,
> Chris Lightle

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

Posted by John Pollard on January 4, 2008, 10:41 am
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jo wrote:

> 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.

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 Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by jo on January 4, 2008, 1:48 pm
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> jo wrote:
> > Are you by any chance using folders also? =A0I 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.
>
> 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 Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup

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

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