Save a report view

A saved view keeps a report's setup, such as its period, accounts and filters. It appears as a card on the Reports home. Select the card to open the report as you left it.

Save a view

1. Open a report and set it up the way you want it.
2. Select Save this view at the bottom of the page.
3. Enter a name in Name this view…. A name can have up to 60 characters.
4. Select Save.

The view appears on the Reports home as a card at the end of the grid. Every report has Save this view except the printable giving statement.

Open a saved view

Select Reports in the sidebar (on a phone, the Reports tab), then select the card. The card's line shows the report and its period, for example "Spending · Last 3 months".

Rename or delete a view

1. On the card, select the three-dot button (Options).
2. Select Rename or Delete.
3. To rename, enter the new name and select the check mark (Save name). Select the X (Cancel), or press Esc, to keep the old name.
4. To delete, select Delete view in the "Delete this saved view?" dialog. Select Cancel to keep it.

Reorder the cards

Every card has a Move handle, a grip of six dots at the top right of the card. The order covers report cards and saved views together. It is the same on your phone and your computer.

• Mouse: drag the handle over other cards, then release. Press Esc while dragging to cancel the move.
• Phone: press and hold the handle, then drag. A swipe that starts anywhere else scrolls the page.
• Keyboard: move focus to the handle, then press ← or ↑ to move the card earlier, → or ↓ to move it later, Home to move it first or End to move it last.

Notes

• You can keep up to 20 saved views in a budget file. Delete one before you save another. With 20 saved, saving under a new name fails and the page shows "Something went wrong". Select Try again to go back to the report.
• Saving under the name of an existing view replaces it. Capital letters don't matter. The view keeps its card's place if you have moved any card since you saved it. Otherwise its card moves to the end.
• A view saved on a period chip stays relative. This year opens on the current year and Last 12 months on the latest 12 months. A view saved on a range you chose with Pick months, or on a past month of Plan vs actual, keeps those dates.
• A saved view belongs to the budget file you saved it in.