Customizeable Reports #1791
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Customizeable Reports #1791
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Really excited for this, looking forward to it! |
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This would be a killer addition. I would vote for calling it out directly on the website once its in. |
…into reportsOrganization
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@MatissJanis, I'd like to get your feedback on UI before I put any time into making this all work properly. Cheers! |
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FYI, I've descoped the Legend as it wasn't working properly. I have a new branch I'm working on that will improve state variables as well as add legend back in. Leaving it out for now because this PR is already too big. |
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Nov 14, 2023
packages/desktop-client/src/components/reports/ReportOptions.tsx
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packages/desktop-client/src/components/reports/reports/Custom.js
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packages/desktop-client/src/components/reports/ReportSidebar.js
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Congrats @carkom, great job! |
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* Reorganize and add graphs * Create Customizable Chart * Notes * Hide Menu update Donut * lint fixes * Organize Menus * Change Title * UI changes * UI updates * Add Data Table * Functionality additions and Privacy Filters * Date filters working and formatting changes * Fix default spreadsheet and add tableGraph * Integrate Summary Data and Split Legend * started adding functionality on charts * list fix * Enabling more graphs, fixing errors * Legend, interactions, Empty Rows Filter * fixes for EmptyRows/interactions/legends * formatting UI and filtering data * format date * fix errors * Fix Legend Order * lint fixes * Add tooltips * Feature Flag * fix overview card, fix offbudget checkbox * Revamped dataType, added scrollBars * data display adjustments * data spreadsheet updates/groups added to matrix * Add Category Selector * Add Labels Button * formatting fixes * Add Averages to dataTable * data bug fix * Added all type back in with exceptions * formatting * split assets/debts, add Uncategorized * bug fixes and UI updates * add scrollbars to table * formatting dataTable * tooltips, navigation and graph labels * Code clean-up and re-org * revert color change * Change labels name * organize files * code cleanup * Tooltip Colors * Descoping legend for future PR * descope legend & rename split * rename type variable to be more descriptive * adjustments for sankey and eslint merges * notes update * code review fixes * code fixes * fix date selections
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Trying to guage if this would be desirable before I spend any time on it.
I wanted to create a place where reports can be created and saved. Functionality on this is very minimal at the moment. Starting with a POC to make sure it's a good idea and to get feedback on how it should be implemented. Shout out to @shaankhosla for the work on recharts as it makes something like this much more feasible and easier to implement.
You can find the report in /reports/custom
Step one would be to create a place for users to create custom reports.
Step two would be creating a process where users can save these reports and re-use them.