Advanced Filters not working in the Income & Expense Report
This discussion was created from comments split from:
Comments
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I extensively use the "excluded in spending plan" and "not excluded in spending plan" advanced filters within Simplifi for my budgeting, and this new dashboard doesn't seem to work properly with it. It seems that whenever I include Column=Time, it completely ignores the filter - which is unfortunately the report that I am most interested in.
Mac OS browser (Safari) report configuration: row=category, column=time, interval=month and lookback set to 3 or 6 months (but probably any). Easiest way to see this is to set the filter to Advanced → "Excluded in spending plan" and all of my transactions show up in both the chart and the details below it, rather than just the handful of transactions that are excluded from my spending plan. In my case, I actually want the inverse of the above configuration, but found this is the easiest way to see that it doesn't follow the filter with this configuration.
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@Bobbysox, thank you for bringing this to our attention!
I was able to reproduce that all Advanced Filter options are not being honored in the Income & Expense Report. I went ahead and filed this as a bug. I also split your comment to a new discussion so we can follow up with you as needed, now that the Income & Expense Report is out of Early Access. I will post back here with updates!
SIMPL-29369 // QCS-21347
-Coach Natalie
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Looks like the dev team simply removed all advanced filter options for this Income & Expense report. I truly hope this limitation is but a temporary workaround as this report had amazing potential; otherwise, this report becomes absolutely worthless to me and I would have preferred to just keep the old one =(
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@Bobbysox, I did confirm with our product team that Advanced Filters were removed from certain reports, including the Income & Expense Report, since they are not working currently. They will work on getting the functionality added back in, and I will continue to keep you updated here with any news on your escalation.
Thanks!
-Coach Natalie
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@Bobbysox, this issue is expected to be fixed with the 4.85.0 Web Release, which should be out by the end of next week.
Thanks!
-Coach Natalie
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@Bobbysox, this issue has been fixed, but the fix has not been implemented in production for users yet. Basically, we are working on upgrading the Reports section in general, and once those changes roll out, the Advanced Filter options will be returned and functional.
Thank you!
-Coach Natalie
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