Include a button to clear all check boxes in reports

Idea for next update for Reports: Include a button to clear all check boxes

When generating reports that include multiple accounts, checkboxes need to be cleared each time before requesting next report.

For example, when generating an report at Account Enquiry > Accounts > Selected > [several Accounts selected by ticking checkboxes] > Refresh to run report. Once this has been done, to generate next report, the ticked checkboxes need to be cleared.

The user can click on All at this point and then go back to Selected and that clears them as a workaround, but it would good if there were a Clear All button as users as that is more straightforward.

Status: Completed ✅

Comments

DebW

Idea for next update for Reports: Include a button to clear all check boxes

When generating reports that include multiple accounts, checkboxes need to be cleared each time before requesting next report.

The user can click on All at this point and then go back to Selected and that clears them as a workaround, but it would good if there were a Clear All button as users as that is more straightforward.

Rav

Hi @DebW

Thanks for raising this, I've split this off into a new idea/feature request post that is open for voting but I'd also like to get a little more info from you and potentially see if a new feature might help you out in this situation.

~~Do you usually create/recreate reports regularly? If so, are they usually for the same filters or selections each and every time?~~

~~The reason I'm asking is,~~ ~~we've just released custom saved reports to Reckon One~~ which allows you to create dedicated reports for specific requirements. This way you can create and save reports that you find yourself creating regularly without having to go through the process each and every time.

Looking at your example, you could create custom Account Enquiry report that you use as a 'foundation' to to speak. Then you can make any changes you'd like to the report such as selecting specific accounts ➡️ Refresh the report ➡️ When you're done, simply click the ~~new Revert Changes~~ ~~button to reset the report back to its last save.~~

I've put together a quick little screen recording below as an example where I've created a custom Account Enquiry report that I can make changes to such as selecting accounts, then clear those changes immediately using the Revert Changes button.

Regardless though, a clear all button would definitely be handy when not going through the above process so I've added my vote and I'd encourage fellow Community members to do the same if it would be useful to you.

Rav

Actually, let me make a little deviation from my above advice.

There should be no need to create and save a custom report for this, instead you should just be able to use the Revert Changes button when applying filters to a regular report.

Unfortunately, I've just been testing it out and it looks like the Revert Changes button isn't bringing a regular report back to the start ie. with no filters applied so we'll get that investigated.

Once that is sorted, and I'll keep you posted on it, I think this will do exactly what you're looking for.

DebW

Thanks Rav.

The reports I run that include multiple accounts that are chosen by what's needed. They are not regular so custom reports can't help.

I tried clicking Revert changes but that did not help. The furthest back it can go is to the first report generated. If you click it when in the first report generated, it reloads it. Does not go back to start with no checkboxes ticked.

The only way I've been able to find to clear all checkboxes, without having to go through and find and uncheck them, is to click All then Selected and this clears them to start again.

A Clear all button would save having to wait for the two reloads from clicking All then Selected again or maybe Revert changes could be modified to go back to start.

Rav

Yes, I agree at the moment using the Revert Changes button on a regular report isn't working as expected after selections have been made.

We'll get that straightened out and once its resolved it will bring a regular report back to the start ie. with no selections so it'll effectively work in the same way as a Clear All button.

I'm raising a ticket for that and I'll keep you posted.

Rav

Hey @DebW

Just wanted to jump back on to let you know the latest Reckon One update that just rolled out (info here), includes a fix which should allow the Revert Changes button to effectively work as a 'clear all' button and the bring the report back to its original settings.

Check out my example below (click on it for a larger view) where I open the Account Enquiry report, make a few changes to the reporting period & accounts, refresh the report and then use the Revert Changes button which 'resets' the report back to when it was first opened.

Let me know if that helps you out and if so, I'll mark this idea as complete 🙂

DebW

Thanks Rav. I did see that in the announcement. All good.

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