Contents x
      Creating Custom Reports
      • 13 Dec 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Contents

      Creating Custom Reports

      • Updated on 13 Dec 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Article summary

      Custom Reports

      To create a custom report

      You can create custom reports to organize, share, and export transactions for various clients, subcategories, properties, etc.

      Reports can be used for labeling transactions, tracking transaction types, creating income/expense reports, or for very basic invoicing.

      Mobile App

      To Create New Reports

      1. Tap the "Reports" tab (bottom-right)

      2. Select "Add Report"

      3. Tap "Report #" to rename

      4. Under "Client" add the name of the client, property, category, etc.

      5. Toggle "Visible to me and managers" to give members access to the report

      6. Toggle "Automatically add new expenses" on to add any new expenses to that report

      7. Tap "Save" (top-right or bottom of screen)

      To Add Transactions to a Report

      From the "Reports" tab

      1. Tap the report you want to add to

      2. Tap "Add/Remove Items"

      3. Select the transactions you would like to add or remove

      4. Tap "Done" (top-right)

      From existing transactions

      1. Tap the transaction you wish to add

      2. Tap "Report"

      3. Select the report you want to add to

      4. Tap "Save" (bottom-right)

      From new transactions

      1. Scan a receipt, review a transaction from synced accounts, or manually add a new transaction

      2. Tap "Report"

      3. Select the report you want to add to

      4. Tap "Save"

      To Send or Share a Report

      1. Tap the "Reports" tab

      2. Tap the report you want to share

      3. Tap "Share"

      4. Select a sharing method or download the .PDF or .CSV file

      To Change the Report Status

      1. Tap the "Reports" tab

      2. Tap the report

      3. Tap "Edit" (bottom-right)

      4. Tap "Status"

      5. Set report status as Unsent, Sent, or Completed

      Web App

      At the moment, this feature is only available through our Mobile App

      Default report

      This feature lets you choose a custom report to assign all new transactions and drives automatically.

      Setting a default report

      1. Tap on the “Reports” tab

      2. Tap on a report

      3. Toggle on the “Default” switch

      Removing a default report

      1. Tap on the “Reports” tab

      2. Tap on your current default report

      3. Toggle off the “Default” switch

      Was this article helpful?
      What's Next