Saved Reports [edited] (13 Merged Votes)

paleosteve
paleosteve Member ✭✭
edited May 11 in Feature Requests
Insights defaults to Income By Month every time I go there, but that is almost never what I want to see first. I'd like to be able to select Spending By Category, and a time frame, and have that same setting retained each time I come back to Insights.
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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @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!

  • mazar1977
    mazar1977 Member ✭✭✭✭
    edited February 2021
    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.
  • tommyc325
    tommyc325 Unconfirmed, Member
    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.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    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 Natalie
  • PomSimpCommty
    PomSimpCommty Member ✭

    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.

  • WatchWater
    WatchWater Member
    edited September 2021
    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.
  • Matt C
    Matt C Member ✭
    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

  • mike_fuss
    mike_fuss Member ✭
    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.

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