Bookmark preset reports

1

I would like to save predefined reports in my bookmarks but it seems like each time I reopen the page, the report is reset to default settings.

For example, I would like to save a link to display “Spending By Payee from Jan 1st to Dec 31st 2026, on a single specific envelope”.

This can be built using filters, but it’s not very handy to re-enter the same information each time I open the report. How can I pre-save this report?

Thanks.

2

Hi there - Thanks for your post. The ability to pre-save date filters (or bookmark custom date filters) isn’t possible with the current design of the reports. Unfortunately, you’ll have to manually set your custom date each time you navigate to a report.