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Question - The Find Report Feature
Jun 22, 2006 07:19 am

[Wayward]
Wayward

Total posts: 124
Number of years using Quicken: 10+ years
Quicken Deluxe 2008
Windows XP
Ok folks. Please help me out with a question about the Find report feature.

For example, I need to enter a prescription which is not refilled on a regular basis. I would like to find the previous entry, duplicate it, and then update the duplicate with the new date and other information. I prefer not to attempt scrolling through the lengthy Expense Log.

The Find report located the prescription very quickly using the Service field for Rx:xxxx. The only problem is that I cannot seem to duplicate and entry from the Find report, only edit the existing entry by clicking it.

I went to the the regular Report feature but Service is not a search field there, so no joy there.

My only option seems to be finding the entry with Find, making a note of the date, going back to the Expense Log, scrolling until I reach the date, duplicate the entry, and edit the duplicate. Kind of convoluted.

Am I missing something here ... or is it not possible to duplicate an entry from the Find report? If not, is this a viable add-on request for a future release?

Wayward
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[apwilhelm]
Illinois
Total posts: 1302
Voted helpful: 10
Number of years using Quicken: 2 to 5 years
Quicken Premier 2007
Windows XP
This is a new post #1
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Re: Question - The Find Report Feature
Jun 22, 2006 11:12 am 
Reply to this message  
Ok folks. Please help me out with a question about


the Find report feature.






For example, I need to enter a prescription which is


not refilled on a regular basis. I would like to


find the previous entry, duplicate it, and then


update the duplicate with the new date and other


information. I prefer not to attempt scrolling


through the lengthy Expense Log.


Really? Why not? ;-)





The Find report located the prescription very quickly


using the Service field for Rx:xxxx. The only


problem is that I cannot seem to duplicate and entry


from the Find report, only edit the existing entry by


clicking it.






I went to the the regular Report feature but Service


is not a search field there, so no joy there.


Which report? The Cost Calculator <with the Services radio button selected>, the Patient History, and the FSA reports all allow searching by Service; and only the Patient History fails to give you a Service multi-select option.

Of course, all of these reports exhibit the same behavior as the Find facility in that they do not allow you to copy or duplicate an entry. So still no joy.





My only option seems to be finding the entry with


Find, making a note of the date, going back to the


Expense Log, scrolling until I reach the date,


You can removing the scrolling by using the date ranges on the Expense Log. Set the From date to the date of the Rx you found, and the expense should be in the first screen-full.

duplicate the entry, and edit the duplicate. Kind of


convoluted.


Agreed.





Am I missing something here ... or is it not possible


to duplicate an entry from the Find report? If not,


is this a viable add-on request for a future


release?


I don't think you are missing anything. I agree that this is something that should not be as hard as it is. If it is something that cannot be added to the next release, I'd like to at least see the ability to duplicate an entry from its Expense Details screen. This would avoid having to add the functionality to the reports themselves <and remove the possibility of degrading the reports performance to that of the Expense Log> while still allowing us to duplicate an expense that we found in any given manner.





Wayward


When I first read this, I was really hoping to give you a better answer. Sorry.

-Tony

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[Wayward]

Total posts: 124
Number of years using Quicken: 10+ years
Quicken Deluxe 2008
Windows XP
This is a new post #2
of 2
Re: Question - The Find Report Feature
Jun 22, 2006 12:26 pm 
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Thanks for the detailed response, Tony. I had worked through this before posting and couldn't find a straightforward solution ... but just wanted to give you a little test. ;-)

And don't get me started about scrolling in the Expense Log. ?:|

Wayward

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