[Request] Click to copy value in reports

[ptr727]

When using reports it is possible to select and copy paste values, great, it would be fantastic if I can just click to copy balance values.

[RobertParesi]

I'm always curious about how people utilize finances, Monarch, and Monarch Tweaks. If I were to implement that, I envision a single-click action triggering a dropdown menu with multiple options: Select, Copy Value, Copy All Values in Row, and Copy All Values in Column. This would be necessary for browser compatibility. Designing an intuitive dropdown and positioning it correctly would take some effort, but I’ll definitely consider it.

I’m also planning to add features to the Flex Grid, as it enhances all reports simultaneously. This way, the benefits apply across multiple reports, similar to the type of functionality you mentioned.

Now, a couple of follow-up questions out of curiosity: First, do you export data to Excel or Numbers, and then trim down what you don’t need? Or, if you’re copying data from one place to another, what’s the destination? Is there a way to improve that process? I always like to understand where the data ends up and what might be missing. This helps in providing solutions that better meet end-user needs.

Thanks!

[ptr727]

In my day to day I use many work web apps that has single click to copy on items that are often used in pasted format, some copy text, some copy markup, none require a dropdown, that defeats the purpose of click vs. copy paste, I just click on an item and it copies to clipboard.

I have an existing google sheet, and my item order does not match the tweaks export, so export from tweaks to CSV is nice but not useful to me.
What is useful is the report feature as it supports copy-paste, unlike the native where copy-paste is not supported.

What would be wildly useful is some feature to reference monarch data as an external source in google sheets

[RobertParesi]

Accessing the field by single click already has an action and behavior which simulates Excel and Numbers shift click  -  and that is Sum, Count and Avg.  This gives extended functionality to the Extension that people use including myself.  Changing the function from old function to your requested function takes away existing functionality of course from what people use it for now.I’ve not seen web apps that automatically copy data into the clipboard with a single click into an area.   The flex grid is being designed right now to really try and follow what Excel and Numbers would do.  Right-click as you know is reserved mostly for how the browser would behave with right click without being taken over.   So a left-click would have to show multiple options no different than how Excel and Numbers works for copying cell values, unless user selected behavior was placed behind a settings option and behave both ways.   Be aware I'm not choosing to create custom work or single user design features obviously to bloat the code for all suggestions or single need.  I’ll keep these things in mind of course for the future.  Thanks!!! Robert