Saved Views for Transactions / Reporting, etc. and use saved Views in Dashboards

Wishlist
1

The filter options on all the pages (e.g. Transactions, Reimbursement, Accounting, etc.) are really nice, but there is no way to save them for repeated use.

It would be really nice if I could save my filters as a new “View” or “Saved Search” and give it a name.

view mockup
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Then it would be nice, if Dashboards could be built with those saved views. On the dashboard the icon would show the number of transactions and the total $ amount of all the numbers in each view.

Examples

  • View 1: Wellness Stipend Transactions over $100
  • View 2: Airline Transactions of Department Y
  • View 3: Additional Accounting Field Y is missing (definition: Transactions where Accounting Field was coded to X but additional Accounting field Y is incorrectly coded to N/A)

Then on the dashboard I could decide to place View 1 and View 3 and it would look like this: And clicking on the tile would get me back to the individual transaction list already showing my filters.

dashboard mockup
dashboard mockup970×564 50.9 KB

2

Hi Robert! Thanks for the suggestion here. Our product team is working on the ability to create custom views & groups, similar to how you’ve imagined them. This will be coming in the next few months.

Separately, the reporting team is also thinking about how this could roll into the new dashboard experience they’re working on. This likely a little further out, but appreciate the feedback here.

Hope this update is helpful! Thanks again.

Best,
Charlotte