Report Settings and Shortcuts

Report Settings

Budget Blitz for Android can store custom grouping and filters for reports and transactions list. Let us look into the matter using an example of Turnovers report. You can save settings for other reports and transactions list by the same way.

Since started the report has default grouping, filter and time range.

_images/shortcuts-010-select-reports.png _images/shortcuts-020-report-open.png _images/shortcuts-030-report-bottom-sheet-opening.png

We will try to make fast access to Turnovers report based on a filter having one account only.

Edit filter settings. To do that pull bottom sheet and press Filter. Select only one account and save changes.

_images/shortcuts-040-report-bottom-sheet-open.png _images/shortcuts-050-report-filter.png _images/shortcuts-060-report-filter-account.png

You can see at the pictures that report contains data of the only one account. To create a persistent setting press Report settings at the bottom sheet and choose create new setting from the drop down list.

_images/shortcuts-070-report-filter-apply.png _images/shortcuts-080-report-filter-applied.png _images/shortcuts-090-report-select-new-setting.png

Put the name One account turnovers for the new setting and save. Now One account turnovers is ready to use. A report will have grouping and filter values of the setting when you choose it from the drop down list.

_images/shortcuts-100-report-setting-save.png _images/shortcuts-110-report-view-settings.png

Creating Shortcuts

Using Budget Blitz for Android you can open reports and transactions list from the Android launcher screen. At the previous section you have got the new persistent setting. Let us suppose that you want to create a shortcut for it.

Note

Shortcuts available in the Pro version.

Let us go back to the setting card. Please keep in mind that setting has a frequency. The time range of the new report depends on that frequency. Current month is the default value and you can put another one.

Press Create shortcut to create the shortcut.

_images/shortcuts-120-report-setting-shortcut-create.png _images/shortcuts-130-report-shortcut-select.png

New shortcut will appear at the free space of the one of Android launcher screens.

Note

The shortcut is connected with list view setting. The shortcut will be broken when setting has removed.

_images/shortcuts-140-report-open.png _images/shortcuts-150-report-bottom-sheet-opening.png _images/shortcuts-160-report-bottom-sheet-open.png

Let us check the shortcut. Press it and make sure that report started. As you can see at pictures the app applied filter of the shortcut.

A shortcut is just a link to persistent setting. Modify setting properties if you want to modify shortcut.