{"id":3088,"date":"2024-06-18T19:56:24","date_gmt":"2024-06-18T19:56:24","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?page_id=3088"},"modified":"2024-06-18T19:56:24","modified_gmt":"2024-06-18T19:56:24","slug":"faq-create-report","status":"publish","type":"page","link":"https:\/\/www.simplywise.com\/blog\/faq-create-report\/","title":{"rendered":"How do I create a report in SimplyWise?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3088\" class=\"elementor elementor-3088\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-89d5886 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"89d5886\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c4322e7\" data-id=\"c4322e7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-548deb6 elementor-widget elementor-widget-video\" data-id=\"548deb6\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/fG45A3-Wc94&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;play_on_mobile&quot;:&quot;yes&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.13.3 - 28-05-2023 *\/\n.elementor-widget-video .elementor-widget-container{overflow:hidden;transform:translateZ(0)}.elementor-widget-video .elementor-wrapper{aspect-ratio:var(--video-aspect-ratio)}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{height:100%;width:100%;display:flex;border:none;background-color:#000}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-wrapper{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .elementor-open-inline .elementor-custom-embed-image-overlay{position:absolute;top:0;left:0;width:100%;height:100%;background-size:cover;background-position:50%}.elementor-widget-video .elementor-custom-embed-image-overlay{cursor:pointer;text-align:center}.elementor-widget-video .elementor-custom-embed-image-overlay:hover .elementor-custom-embed-play i{opacity:1}.elementor-widget-video .elementor-custom-embed-image-overlay img{display:block;width:100%}.elementor-widget-video .e-hosted-video .elementor-video{-o-object-fit:cover;object-fit:cover}.e-con-inner>.elementor-widget-video,.e-con>.elementor-widget-video{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a36711e elementor-widget elementor-widget-text-editor\" data-id=\"a36711e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.13.3 - 28-05-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><span style=\"font-weight: 400;\">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. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ff01744 elementor-widget elementor-widget-image\" data-id=\"ff01744\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.13.3 - 28-05-2023 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-768x1665.jpg\" class=\"attachment-medium_large size-medium_large wp-image-4168\" alt=\"SimplyWise home screen menu\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-768x1665.jpg 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-138x300.jpg 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-472x1024.jpg 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-709x1536.jpg 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-945x2048.jpg 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6573-scaled.jpg 1181w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e479ad7 elementor-widget elementor-widget-text-editor\" data-id=\"e479ad7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Once you&#8217;ve opened the sidebar menu, you&#8217;ll be able to see the list of Quick Actions.\u00a0<\/p><p>Select &#8220;Reports&#8221; from this list.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87c081d elementor-widget elementor-widget-image\" data-id=\"87c081d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-768x1665.jpg\" class=\"attachment-medium_large size-medium_large wp-image-4171\" alt=\"SimplyWise Reports menu select\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-768x1665.jpg 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-138x300.jpg 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-472x1024.jpg 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-709x1536.jpg 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-945x2048.jpg 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6574-1-scaled.jpg 1181w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f71ed4f elementor-widget elementor-widget-text-editor\" data-id=\"f71ed4f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Tap \u201cCreate.\u201d <\/span><\/p><p><span style=\"font-weight: 400;\">This will open the report customization options where you\u2019ll select which folders you\u2019d like included in the report, the date range you want the report to cover, and finally, you\u2019ll give the report a name.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c9fa8ac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c9fa8ac\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-dd833e2\" data-id=\"dd833e2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9a64c1b elementor-widget elementor-widget-image\" data-id=\"9a64c1b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-768x1665.png\" class=\"attachment-medium_large size-medium_large wp-image-4170\" alt=\"SimplyWise create report\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-768x1665.png 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-138x300.png 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-472x1024.png 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-709x1536.png 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575-945x2048.png 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/06\/IMG_6575.png 1290w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a84f8a4 elementor-widget elementor-widget-text-editor\" data-id=\"a84f8a4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h3>Get Your 2023 End of Year Report<\/h3><ol><li>Open your SimplyWise app to the Home screen.<\/li><li>Open the sidebar menu.<\/li><li>Tap the Reports heading from the Quick Actions list.<\/li><li>Tap Create.<\/li><li>Select the folders to be included.<\/li><li>Select 2023 for the time period the report should cover.<\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>https:\/\/youtu.be\/fG45A3-Wc94 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&#8217;ve opened the sidebar menu, you&#8217;ll be able to see the list of Quick Actions.\u00a0 Select &#8220;Reports&#8221; from this list. Tap \u201cCreate.\u201d This will open the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3146,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"notes":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-3088","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I create a report in SimplyWise? - SimplyWise Cost Estimator<\/title>\n<meta name=\"description\" content=\"View and export all your expense data in a meaningful format using the SimplyWise reporting tools in the Business tier...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/faq-create-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I create a report in SimplyWise? 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