Add export option for account
Users find the current process for exporting account statements cumbersome, as it requires creating multiple reports. They suggest adding a share or export button on the account page for convenience.
Hi Amit,
When I want to share or export the statement for a particular account, currently I am going to custom report and filtering the account and date. But this report is considering only data when income/spending /transfer happens from that particular account and not considering transactions where the transfers are made to it from a different acc/wallet.
For that, I need to create another report where the TO account is that particular account and then merge the above two reports to create a statement and it's very time consuming process.
Instead, if you can make a feature to create a share or export button on the account page, that would be helpful.