Add a "Favorite Reports" widget to the Dashboard.

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Randall A. Juip

• February 29, 2012 22:54

I like to run a number of specific reports, rather frequently (about once a week or so). I have set some custom presets to make this job easier, but it would be really cool if you added a "Favorite Reports" widget to the main dashboard -- a window that listed your top five or so selected report presets, so you could run reports from one click from the dashboard (instead of manually entering "Reports > Specific Report > Preset Select" each time. 

Thanks!

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  Steve Alves, Esq.

  • February 23, 2014 04:42

  This is a great idea.

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  Kristin O'Neill

  • March 06, 2014 17:55

  We do have a "Favorite Reports" option in the program now which automatically sets your pre-sets when you open the reports which is at the top of the Reports page but not on the main Dashboard at this time.

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  Kristin O'Neill

  • November 13, 2014 17:24

  If you edit your Dashboard Widgets (click the gear icon to the right of Add Expense) at the bottom left you can pull down the drop down to choose the "Favorite Reports" widget and click the "Add" button. From there click to finish editing.

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