No problem!
prider wrote:
Oops. Sorry. That is listed at the top of the accounts sidebar. I keep forgetting there are two versions of CB.
| Splasm Software Discussions https://www.splasmstrands.com.splasm.com/ |
|
| Is it possible to copy Summary criteria https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=6629 |
Page 1 of 1 |
| Author: | mareich49 [ Mon Aug 01, 2016 1:49 pm ] |
| Post subject: | Is it possible to copy Summary criteria |
I would like to be able to easily use a summary report created in one account in another account, but can't see any way to simply copy the summary criteria. Is there a way to do this I'm missing? As it is, I have to take a screen shot of the criteria, and then reproduce it in the other account. It works, but is a pain. Checkbook 2.5.7 (212) OS X 10.11.6 |
|
| Author: | prider [ Mon Aug 01, 2016 2:55 pm ] |
| Post subject: | Re: Is it possible to copy Summary criteria |
Hi, You might try going into the summary section while you have "All Accounts" selected then create your summary, being sure to tick the "Style" as "Entry Details" and group by Account. Seems you would then have a custom summary report grouped by each of your accounts. Don't know if this is what you envision, but might be a work around for you, since there is no way that I have found to duplicate a report in one account and move it to another. Good luck! |
|
| Author: | mareich49 [ Mon Aug 01, 2016 3:02 pm ] |
| Post subject: | Re: Is it possible to copy Summary criteria |
Thanks prider, but I think "All Accounts" is a Checkbook Pro feature that's not available in regular old Checkbook. At least, I don't see an "All" choice anywhere. |
|
| Author: | prider [ Mon Aug 01, 2016 3:20 pm ] |
| Post subject: | Re: Is it possible to copy Summary criteria |
Oops. Sorry. That is listed at the top of the accounts sidebar. I keep forgetting there are two versions of CB. |
|
| Author: | mareich49 [ Mon Aug 01, 2016 8:15 pm ] |
| Post subject: | Re: Is it possible to copy Summary criteria |
| No problem! prider wrote: Oops. Sorry. That is listed at the top of the accounts sidebar. I keep forgetting there are two versions of CB.
|
|
| Page 1 of 1 | All times are UTC - 6 hours |
| Powered by phpBB® Forum Software © phpBB Group http://www.phpbb.com/ |
|