Saved Reports as a Dashboard Widget (edited)

papermuffins
papermuffins Member ✭✭✭
edited August 2023 in Feature Requests

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]

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 2023

    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

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