Smart Reports

Sometimes you may wish to create reports based on your custom criteria. Smart reports allow you to generate and automatically update information using various criteria that you have specified.

Creating a smart report
  1. Select Reports in the Manage Bar.
  2. Click the "+" button in the Item Editor or select Action  > Add Report. The New Report window appears.
  3. Enter the standard report information.
  4. Choose the criterion upon which transactions should be selected for the smart report, e.g., account type, name, transaction category, date, etc. To use more than one criterion, click the "+" button. The selection of criteria is presented in the following way:
  5. "Any/All" of the following are true:
    "Variable 1" "Variable 2" "Variable 3 (if required)" [field to enter a keyword]

Anytime you select the smart report, you will automatically be shown updated information based on the criteria you have chosen. To change the criteria of a smart report, right-click on it in the Reports list and select Edit Report.