Build a report in the Report Builder
The Report Builder makes any chart you want from your transactions: pick a range, a chart type and one or more metrics, filter and break them down, then save the report and put it on your Dashboard.
The builder is part of the Dashboard, so it is desktop only. Clicking any dashboard card opens its report here.
Build a report
- Pick a range: 7D, M (this month), 30D, 60D, 6M, 1Y, 2Y, All, or Custom (a date range, a start date, or the last X days).
- Pick a chart type: Line, Bar, Donut, Sankey, Metric (big numbers) or Table.
- For Line, Bar and Table, pick a time bucket: Day, Week, Month or Quarter.
- Click Add metric, choose what it measures and how to add it up, and give it a label.
- Optional: add a filter to the metric, a breakdown, or a comparison.
- Click Save, enter a name and an optional description.
Metrics
| Setting | Choices |
|---|---|
| Type | Category, Category Group, Label, Transaction Name (Exact match or Contains), All Transactions |
| Aggregation | Sum, Count, Average (per transaction), Cumulative Sum, Cumulative Count |
| Absolute values | On by default: money in and money out are both added as positive amounts. Turn it off to keep signs, where money out is positive and money in is negative. |
Filters
Click Filter on a metric to narrow it. Filters on one metric all have to match.
| Field | Conditions |
|---|---|
| Amount | equals, not equals, greater than, less than, greater or equal, less or equal, between |
| Category | is, is not, is one of, is not one of |
| Label | is, is not, has one of, does not have |
| Name | contains, does not contain, starts with, ends with, equals, not equals |
| Account | contains, does not contain, equals, not equals |
| Date | on, not on, after, before, on or after, on or before, between |
Breakdowns and comparisons
- Breakdown splits a metric by Category, Category Group, Labels, Transaction Name, Payment Channel, Location, Account/Card, Amount Range (in steps you choose, $100 by default) or, for married households, Account Holder. A Breakdown summary table with a total appears under the chart.
- A transaction with several labels counts once under each of its labels in a Labels breakdown.
- Compare adds the previous period: vs Previous Day, 7 Days, 30 Days, 3 Months or Year.
Save, load and delete
- Saving a report you loaded overwrites it. To keep the original, use Duplicate on its dashboard card first and edit the copy.
- Load lists your saved reports with Load and Delete.
- Saved reports appear in Add report on the Dashboard.
Ignored transactions
Transactions labelled ignore are left out. Tick Include transactions labelled “ignore” to see them while you work; the tick is not saved with the report, and dashboard cards always leave them out.
Common questions
Can a report show income minus spending?
No. Metrics add up transactions but cannot subtract one metric from another. Put income and spending side by side, or use Cash Flow for net.
Why is my All Transactions total so large?
With Absolute values on, money in and money out are both added as positive amounts. Turn it off and filter Amount greater than 0 to total spending only.
Is Average per month?
No. Average is the total divided by the number of transactions.
Is there a 3-month range?
Not as a pill in the builder. Use Custom with Last X days set to 90, or pick Last 3 months from a dashboard card's Change range.
Still stuck?
Email us. A real person who builds FIYR reads every message.