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[Feature] Advanced Reporting (Query Editor) #2475

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opened 2026-02-28 20:14:51 -06:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-02-28 20:14:51 -06:00
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Originally created by @Spuddy on GitHub (Sep 14, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Custom SQL / ActualQL queries for reports.

The ability to create any custom report using standard query language.

Describe your ideal solution to this problem

  • Ability to create custom reports using a query language such as ActualQL or SQL.
  • UI with text editor for editing queries.
  • Eventual ability to create a report with the UI, then view and tweak the code of the report.
  • Eventual migration of all existing reports to this format, so they can be expanded on as users please.

Teaching and learning

  • Report type toggle (Graphical UI / Code) in report editing page.
  • Documented relational diagrams for the entire database.
  • Quick reference help popup linked on report editing page and/or contextually in help menu.
  • Examples
Originally created by @Spuddy on GitHub (Sep 14, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Custom SQL / ActualQL queries for reports. The ability to create any custom report using standard query language. ### Describe your ideal solution to this problem - Ability to create custom reports using a query language such as ActualQL or SQL. - UI with text editor for editing queries. - Eventual ability to create a report with the UI, then view and tweak the code of the report. - Eventual migration of all existing reports to this format, so they can be expanded on as users please. ### Teaching and learning - Report type toggle (Graphical UI / Code) in report editing page. - Documented relational diagrams for the entire database. - Quick reference help popup linked on report editing page and/or contextually in help menu. - Examples
GiteaMirror added the needs votesfeature labels 2026-02-28 20:14:51 -06:00
GiteaMirror commented 2026-02-28 20:14:52 -06:00
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@github-actions[bot] commented on GitHub (Sep 14, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Sep 14, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 20:14:53 -06:00
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@Spuddy commented on GitHub (Sep 14, 2025):

Link to Icebox:
https://github.com/orgs/actualbudget/projects/5/views/1?pane=issue&itemId=117824101

@Spuddy commented on GitHub (Sep 14, 2025): Link to Icebox: https://github.com/orgs/actualbudget/projects/5/views/1?pane=issue&itemId=117824101
GiteaMirror commented 2026-02-28 20:14:53 -06:00
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@jbyrnescu commented on GitHub (Sep 18, 2025):

Can I join the design and implementation team? Or is this a closed development group who does the implementation? Who do I talk to?

@jbyrnescu commented on GitHub (Sep 18, 2025): Can I join the design and implementation team? Or is this a closed development group who does the implementation? Who do I talk to?
GiteaMirror commented 2026-02-28 20:14:53 -06:00
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@jfdoming commented on GitHub (Sep 18, 2025):

Can I join the design and implementation team? Or is this a closed development group who does the implementation? Who do I talk to?

There's a core group of maintainers, but we review and accept PRs from anyone provided the PR is well-written and aligns with the project vision! A contribution on this feature would definitely be reviewed.

@jfdoming commented on GitHub (Sep 18, 2025): > Can I join the design and implementation team? Or is this a closed development group who does the implementation? Who do I talk to? There's a core group of maintainers, but we review and accept PRs from anyone provided the PR is well-written and aligns with the project vision! A contribution on this feature would definitely be reviewed.
GiteaMirror commented 2026-02-28 20:14:53 -06:00
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@jbyrnescu commented on GitHub (Sep 19, 2025):

What about discussions? Is there a discussion group for this feature? It seems to me that using a pre-existing/already implemented Node.js sql query editor and integrating would be the way to go.
And... As far as charts are concerned. I think that's a feature in itself. (This one is too big, not exactly "agile") It needs to be broken up into smaller tasks or features. One feature would be the query editor, and another charts (maybe even a feature for each chart or chart type), and another for ER diagrams.

@jbyrnescu commented on GitHub (Sep 19, 2025): What about discussions? Is there a discussion group for this feature? It seems to me that using a pre-existing/already implemented Node.js sql query editor and integrating would be the way to go. And... As far as charts are concerned. I think that's a feature in itself. (This one is too big, not exactly "agile") It needs to be broken up into smaller tasks or features. One feature would be the query editor, and another charts (maybe even a feature for each chart or chart type), and another for ER diagrams.
GiteaMirror commented 2026-02-28 20:14:53 -06:00
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@Spuddy commented on GitHub (Sep 20, 2025):

Yes, agreed. Some of those extra ideas would be for down the road. Hopefully it helps people to see the big picture.

Probably good to clarify and focus on the basic initial scope.

Discord discussion

@Spuddy commented on GitHub (Sep 20, 2025): Yes, agreed. Some of those extra ideas would be for down the road. Hopefully it helps people to see the big picture. Probably good to clarify and focus on the basic initial scope. [Discord discussion](https://discord.com/channels/937901803608096828/1417378218003923016)
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