Saved Reports as a Dashboard Widget (edited)

papermuffins

From the request:

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

Once I have reports savable, I would like to be able to decide to use those on the Simplifi dashboard so I do not have to dig into the reports screen. Most of the reports I need are for watchful awareness. The watchlist report somewhat provides that, but it's a hack at best.

[updated link to existing Idea post]

Coach Natalie

Hello @papermuffins,

Thanks for posting your request to the Community!

I have gone ahead and turned this into an Idea post so other users can vote on it and our Product Team can review it. I also updated the link to the request for Saved Reports to the existing Idea post for that ability.

I hope this helps!

-Coach Natalie

JBThe@rchitech

I'd like to be able to add specific reports I've created in simplifi to my dashboard. Specifically, I would really like to have projected cash flow but I can see how other users might want to have their own reports to be easily accessed in the dashboard.

Coach Kristina

Hello @JBThe@rchitech,

Thank you for coming to the Community to share your feedback!

Since you mentioned you'd specifically like to see projected cash flow, you may find this Idea interesting:

https://community.simplifimoney.com/discussion/3522/add-dashboard-card-for-projected-cashflow-balance-until-next-paycheck

You may also find this similar Idea interesting: [removed link to merged thread]

Please add your vote and a comment to these ideas if you'd like to see these features added. Ideas that get enough votes may be implemented in the future!

Thank you!