Skip to main content
Exporting Data

Creating Custom Reports

Last updated About 1 year ago

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.

  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

  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)

  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)

  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

To create a new report

  1. Click the “Reports” tab

  2. Click “Add New Report”

  3. Enter report details

  4. Click “Create Report”

To add transactions to a report

  1. Click the “Reports” tab

  2. Click the report

  3. Click “Add/Remove Transactions”

  4. Checkmark the transactions you want to add to the report

  5. Click “Done”

  6. Click “Save Report”

Setting a Default Report

  • A “Default” report will be automatically added to new expenses (not available for income or drives yet)

  • There can only be one default report at a time. Reports with a “Sent” and “Completed” status cannot be a default report.

    1. Tap the “Reports” tab

    2. Tap a report

    3. Tap the “Default” toggle

Was this helpful?

Still need help? Share an idea