Custom reports?
I like to see my Spending and Income reports in a certain way. For example:
Breakdown: by none
Date range: Last three months
Display histogram: Over time
Filters: …
But every time I return to the Report page, it's reset to the default configuration (Breakdown by Category, etc.) . I have to reconfigure the report each time I visit the page.
It seems to me that the user's report configuration should be "sticky" so if I flip to another page and come back to the report, it's configured the way I left it.
But IDEALLY, once a report is configured a certain way, it should be possible to save the configuration as a report "preset." The user should then be able to select from a list of report presets without having to reconfigure the report manually.
I've only been using Simplifi for two days, so maybe this feature already exists and is hiding somewhere. If not, I'd like to make it a feature request.
Best Answer
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Hello @perkin-warbeck,
Thanks for sharing your feedback with the Community!
I'd suggest adding your vote and feedback here for saved Reports:
We also have a request for saved filters in Reports:
You can also follow these requests for any future updates on these abilities. I hope this helps!
-Coach Natalie
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