Amend Analyst reports

Amend Analyst reports

Postby MAMM » Wed Mar 04, 2020 8:15 pm

How can I change an Analyst report to show totals to 2 decimal places and can I show every category, not have it summarised.
MAMM
 
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Re: Amend Analyst reports

Postby admin » Mon Mar 09, 2020 5:50 am

Unfortunately currently it is impossible to control the number of decimals in the Analyst screen. However if you find this important we can add it to next release.
About showing all categories and sub categories there are 3 options:
1. In the "Analyst" screen you can drill down each category to see it's sub-categories. For example if you press on the "transportation" category you will see a pie+report of sub-categories (car, trains, flights etc).

2. You can use the menu+"categories" screen. At the top of the screen select "Actions". This will add the total monthly of each category. You can press the + near each main category to show the sub categories.

3.Finally you can use the menu + export option (Pro or Business users).
Create a new report of type "Total expense/income for period".
Then select the relevant period (this month, this year, from date to date etc).
Select the format (Excel, PDF...), the fields and what to do with the report (open, send via email, upload to Dropbox, print etc).
You can give the report a name and save it for future use.
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