# How do I create a report in SimplyWise?

Canonical URL: https://www.simplywise.com/blog/faq-create-report/
Plain text: https://www.simplywise.com/blog/faq-create-report/llms.txt
Publisher: SimplyWise, Inc. (https://www.simplywise.com)
Published: June 18, 2024
Updated: September 12, 2026
Summary: View and export all your expense data in a meaningful format using the SimplyWise reporting tools in the Business tier...

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Open your SimplyWise app to the Home screen and then tap on the 3 horizontal lines icon in the upper left corner to open the sidebar menu.

Once you’ve opened the sidebar menu, you’ll be able to see the list of Quick Actions.

Select “Reports” from this list.

Tap “Create.”

This will open the report customization options where you’ll select which folders you’d like included in the report, the date range you want the report to cover, and finally, you’ll give the report a name.

### Get Your 2023 End of Year Report

1. Open your SimplyWise app to the Home screen.
2. Open the sidebar menu.
3. Tap the Reports heading from the Quick Actions list.
4. Tap Create.
5. Select the folders to be included.
6. Select 2023 for the time period the report should cover.

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## About SimplyWise

SimplyWise, Inc. (New York, NY) builds mobile apps for contractors, tradespeople, and small business owners. The SimplyWise Cost Estimator turns a job site photo into an itemized estimate with labor and material costs in about 6 seconds, and the client signs the branded quote to approve it. It is rated 4.8 on the App Store. It is free to try with a 7-day free trial, then $29.99 per month or $239.99 per year (about $20 per month on the annual plan), and one subscription includes every app in the SimplyWise suite.

- Download: https://www.simplywise.com/download
- App Store: https://apps.apple.com/us/app/simplywise-cost-estimator/id6670619664
- Google Play: https://play.google.com/store/apps/details?id=com.simplywise.costestimator
- Every SimplyWise page as plain text: https://www.simplywise.com/blog/llms.txt