User Support Forum

Version 11
If I understand the new feature for reporting where I can setup and save report options to a name and then select the set as default settings option and then each time I access the report the saved settings will default into the options screen. If this is correct, I can't seem to get it to work.

Example: Balance Sheet

I saved Balance Sheet (Church) with only FUND 01 selected and checked set as default report settings. If I click on the folder and select Balance Sheet (Church) then FUND 01 is setup in the report options, but this does not automatically happen.

What I am expecting to happen is to click on the Balance Sheet report and have the report options setup with FUND 01 only without accessing the saved settings. Maybe I don't understand this new feature. It would be very helpful, but I can't seem to get it to work.

Once you setup the Balance Sheet and click "Set as Report Default Settings", then the next time you select that report, you should not have to click on the open folder. The settings should appear in the report window.

I just played around with it, and it seems to be working correctly.

Were you possibly logged in as a different user in PC+ when you saved this report and checked the set as default box?

I think that setting is user-specific.

Thank you for your follow up.

I was able to get this feature to work if I ran the reports from the menu, but could not get it to work from the Quick Tasks. I use the Quick Tasks most of the time and this was where I was trying to setup the Balance Sheet. When I used the Balance Sheet from the menu, I received the desired result. Even once the Balance Sheet was setup and works correctly from the Menu, it still did not work from the Quick Task.

Thanks for the quick follow up.

It was in the plan this should work from the Quick Task. Seeing that it doesn't, we'll get it written up and fixed in a future Maintenance Release.

Thanks for letting us know.