Reporting remembering selections

Issue #336 new
Roland Gifford created an issue

A little background may help

I'm currently importing/updating my life list from a spreadsheet. 3000+ of them. My plan is to look at every one to see if I should be assigning a sub-species based on location which will hopefully make automatic updates in the future simpler.

I have marked every sighting as Uncertain ID and am changing those to (none) when I have checked them. The report selection lets me select ones that I haven't looked at.

The problem that I have is that the Status selection is being remembered even if it isn't visible and I can't clear it so I can see Uncertain ID or (None) but not both.

Version 13.8.0 Windows 7

Comments (5)

  1. Adam Winer

    I don't follow: you should be able to remove the Status option for the report (or, for example, just change it to "Location"/"is in"/<leave empty>)

    Or, you can set the Status option from "is" to "any", at which point Status will be ignored.

    Or, you can even have two "Status" fields, set both from "And" to "Or", and have one be Status is "(None)" and the other be Status is "Uncertain ID".

    Maybe drop me an email at support@scythebill.com?

  2. Adam Winer

    Yes, there's no "all" option under the list of status choices. The way you do that is by changing the "is" drop-down to be "any".

    Is the primary concern that every time you add a "Status" entry to the report, it's always defaulting to "Status is (None)"? Scythebill could, I suppose, always remember the last chosen option for each of the fields. Sounds like a useful improvements.

    But I'd recommend you take a different approach, since it sounds like you have two reports you want to repeatedly use: get your first report the way you want it, then click "Remember...". Choose a name. Now get your second report the way you want it, and again click "Remember..." Choose a name again. Now, each of those reports is one click away from the main page.

  3. Roland Gifford reporter

    <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"> </head> <body text="#000000" bgcolor="#FFFFFF"> <p>Nice!</p> <p>My concern isn't exactly that it remembers the last chosen option but that it can't be changed to have that option inactive. Because I have chosen Status, it is now always setting a background selection of Status = the first one in the list. What I want is status not selected and there doesn't seem to be a way to make it forget that option has ever been chosen. I haven't experimented with any others. Remembering settings is an effective work round.<br> </p> <p>Excellent software by the way, my comment is certainly at the minor end of problems.<br> </p> <br> <div class="moz-cite-prefix">On 28/08/2017 15:45, Adam Winer wrote:<br> </div> <blockquote type="cite"

  4. Adam Winer

    I can't reproduce what you're describing - when I remove a Status field, I get all sightings, no matter what status.

    But I think I have an idea what you're describing. It's not that Scythebill remembers the Status field == none, it's that when the Status field is omitted it has a default list of statuses that it omits for counts - not whether the sighting is mentioned, if you scroll through, but whether it counts towards the totals. The following statuses aren't considered "countable":

    • Not established
    • Dead
    • Not by me
    • Domestic
    • Uncertain ID

    ... and Introduced birds are considered countable (by default) depending on your preferences.

    The moment you have an explicit setting for the Status field, that changes.

    So, for example, on my list: - World list: 5389 (without status mentioned) - Status is <none>: 5379 - Status any: 5390 (because of one species that I've only seen as an escapee)

    If you're seeing otherwise, I guess I'd need an explicit list of steps that reproduce just what you're doing and then seeing.

  5. Roland Gifford reporter

    <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"> </head> <body text="#000000" bgcolor="#FFFFFF"> <p>Thank you for taking the time to investigate and for this reply which explains things.</p> <p>I have now realised there there is a significant extra step in what I did to get this problem. I didn't realise the significance of it before reading your reply so hadn't mentioned it.</p> <p>Just after the import and going into the report screen I see everything. Significantly, I hadn't at that point bulk flagged every sighting as Uncertain ID and it is that action, and not the fact that I had filtered based on that, which is causing what I'm seeing.<br> </p> <br> <div class="moz-cite-prefix">On 31/08/2017 01:36, Adam Winer wrote:<br> </div> <blockquote type="cite"

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