Saved Reports [edited] (13 Merged Votes)
Comments
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@paleosteve That's a great idea! I also would like to start with Spending on the Insights page. I'd been thinking of suggesting those tabs be swapped, but your suggestion to make your preferred view "sticky" is a better option! Thanks!
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It would be wonderful if we had the ability to create a report that is filtered and then save that customization to a list if customized reports so we can run it anytime we want without having to rebuild the report each time.
Example:
I want to see how much I spend on Dining each month.
I go to Spending report and set date range to Last Month and select only Dining and Drinks.
I would like to be able to save this so in March I can run the report with 1 click and it shows Dining and Drinks for Feb. In April I can run the report with 1 click and it shows Dining and Drinks for March.2 -
As a user, I would love to be able to save reports so I can easily select my custom report to view it. This will save time when there is a specific filter/report I run everyday.0
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Hello @tommyc325,
Thank you for taking the time to post your suggestion to the Community!
I have gone ahead and merged your Idea post with an existing Idea post requesting that saved Reports be implemented in Simplifi. Please be sure to add your vote here!
-Coach Natalie1 -
Problem: Each time I run a report with custom criteria, I have to re-enter those criteria. Ineffecient and cumbersome.
Fix: Custom presets. Please add a feature for users to save custom reporting presets, the same way Banktivity already does. (I use Banktivity and am considering migrating to Simplifi.)
Thanks.
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When I go to Reports I always change "Total" => "Over Time" & Date Range from "This Month" => "This Year". It be great to have it remember my setting vs having to change it every time I look at the report.1
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As a user I want a shortcut to Report criteria I've configured, so that I can reduced repeated steps, access specific data quickly, and save time.
Currently the workflow is cumbersome and requires me to re-create each report one-by-one with each visit.
For example, each month I review several reports:Filtered to a specific account's transactions
Filtered to a specific time series
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I spend time every month creating the same few reports and it would be very helpful if I could save & name them as custom reports to run with one click.2
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For the love of God, please add the ability to save reports!1
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Yes please let us save custom reports. I check for unreviewed transactions every week and am so tired of creating the filters everytime. It was easier before transactions were imported in investment accounts. I don't bother reviewing those transactions so I have to customize the report with only the accounts I want which is about 10 accounts. Having the ability to save that report would be amazing.0
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Yes, please offer saved reports like Quicken does. Having to reapply filters and such every time I want to run a report is very time consuming, tedious, and subject to errors.0
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What is the status of this request? Quicken owns Simplifi and the existing features of Quicken should be priority. Simplifi has been online for over 2 years now!0
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Hello @david.stein,
Thanks for reaching out!
Unfortunately, there is no further update to provide on this request as of yet. It looks like it has quite a few votes, however, so I'll be sure to get it submitted to the Product Team in the near future.
-Coach Natalie0 -
Adding a vote for saved custom reports. I won't be using Simplifi without this feature.0
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Another vote for saved reports. My wife and I are looking at our spending over the past year, minus certain big-ticket one-time expenses. I want to save that report and refer to it over the next few weeks.
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Please, saved reports are essential!
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All accounting software or SAAS products have saved reports. Quicken has saved reports. Simplify is a decade behind Quicken for thousands of users to migrate. They do not have the resources to develop the product.
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Tagging on to this request!
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please!! any update on this? I was hoping this would be released months ago!
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Hello @mike_fuss,
Thanks for reaching out!
Unfortunately, there is no further info to provide on this request at this time. It looks like the vote count is getting up there, though, so it may be submitted to our Product Team in the near future. In the meantime, I'd suggest checking the Idea Status above for an update. Right now the status is 'Active', meaning it's open for votes and feedback; once the Idea has been submitted or is being considered, you'll see the Status change to 'In Review' or 'In Progress'.
I hope this helps!
-Coach Natalie
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Confirming that the ability to save a report is critical. The inability to do so make the product much less functional.
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My original comment is still valid:
All accounting software or SAAS products have saved reports. Quicken has saved reports. Simplify is a decade behind Quicken for thousands of users to migrate. They do not have the resources to develop the product.
This is a feature that will increase sales of the product from your existing customers at Quicken.
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Here is my vote for functionality to save reports
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