Saved Reports as a Dashboard Widget (edited)
From the request:
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]
Comments
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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
-Coach Natalie
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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.
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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:
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!
-Coach Kristina
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