Don't reset the Filter selections in Reports when navigating away (edited)

Judy M · May 23

When I set up a filter for a report, then click on another page in Simplifi, when I return to the report page, I have to re-enter the filter. This is time consuming and inconvenient. Please make the filter persist so I don't have to repeatedly enter it, unless I want to change it.

RobWilk · May 24

I noticed just recently, and this may be early access only (which you can toggle on/off), but check out this screen recording i just took, as i switch between report tabs, for spending, income, income/expense, and taxes the filter sticks.

https://www.youtube.com/watch?v=KUxGWtrvjQI

DryHeat · May 24

@RobWilk

I'm seeing the same thing you are with "sticky" category filters. But I thought it was always like that, as those stick when you go from account register to account register as well.

The date range still resets when you change reports, though. Which is a bummer.

Coach Natalie · July 11

This feature is now available to all users on both the Web and Mobile Apps! Please see our announcement for more details:

https://community.simplifimoney.com/discussion/13008/new-feature-alert-persistent-filters-views-in-reports

Don't reset the Filter selections in Reports when navigating away (edited)

Completed · Last Updated July 11

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