Ability to Share Reports (edited)
Matt C
Member ✭✭
As a user I want to the ability to share reports, so that I can track spending with a member of my household.
Potential approaches
- Printable, screenshot-friendly UI
- (Attached: currently, the nested scrollbars will not allow for printing or screenshots) - Direct share link to report
Tagged:
2
Comments
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Agree with this one. I added my vote!
I know some of the other posts in the community have mentioned the ability to share accounts (separate users with separate rights). While that would be a wonderful addition to Simplifi, there will always be those people who - for whatever reason - don't want to use the software. Adding share icons would be a great way for us Simplifi users to easily share status updates and those non-Simplifi people.
For example, in my case, I would love the ability to share the Monthly Summary Report, Net Income Report, & Spending Report with my wife as an image she can simply receive via text message.
Just so I'm clear, this is what I'm talking about...
Until then, @Matt C, you might look into "Scrolling Screenshots". I have a iPhone SE which does NOT have this ability, but newer iPhones do. I also have an iPad (9th generation) and it doesn't appear to have this ability either; however, I know some Android tablets offer this. For me, I found a way to take three screenshots of the Monthly Summary Report on the iPad and stich them together with a separate installed app. It's certainly a lot of work and I don't like the idea of installing an app for one solitary use.
While it's NOT ideal, it did allow me to achieve my end goal this @Matt C
[corrected Member tagging]Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.1 -
@Coach Natalie
By the way, there appears to be an issue with Matt C's profile. When I type @___, he doesn't appear.Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.0 -
@Flopbot, when a Community Member has a space in their Username, you'll want to use parentheses to find it. It's most likely that "Matt" has a lot of options so the one that you were looking for didn't pop up, but using parentheses will allow you to continue typing/searching after the space.
So you'll use the @ symbol and then a parenthesis (") and then the Username. If you're typing the whole thing out instead of selecting it from the dropdown, you'll also want to put a parenthesis (") after the Username like this -- @ "Matt C" (but remove the space after the @ symbol).
I also fixed the tags that you made to the OP above. Let me know if you have any further questions or issues with this!
-Coach Natalie
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