Reporting - Save a report view?
bmeyers
Member ✭✭
I frequently run reports (most commonly spending) where I have to set a number of filters (specifically date range & tags are used frequently). It is very tedious to make all the report selections each time I want to view the report. Navigating away to anywhere else causes all of the filters to reset - so just today I've had to re-create the same report ~10 times. Is the ability to save a report view anywhere on the product roadmap.
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@bmeyers, it’s a workaround, but if your on a desktop, could you (Right Click > Open in a new tab) whenever you need to navigate away? Would that help eliminate the extra resetting of filters?
Maybe @Coach Natalie could turn this into an idea post? I’d vote for it!Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.0 -
Hello @bmeyers,
Thanks for sharing your feedback regarding Reports with the Community!
I think @Flopbot offered a great suggestion! Additionally, when it comes to turning this into an Idea post, I'd actually suggest adding your vote and feedback to an existing Idea post requesting the ability to save Reports in Simplifi.
https://community.simplifimoney.com/discussion/87/reports-sticky-preferences-edited#latest
-Coach Natalie0
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@Flopbot Thank you for the suggested work around - I'm disappointed in myself for not thinking about that one Assuming @Coach Natalie could put this into an idea post I'd also (obviously) vote for it...
Thanks!0
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