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[PR #994] [MERGED] ✨ (reports) ability to fine-tune reports with filters #29379

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opened 2026-04-18 06:01:15 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-18 06:01:15 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/994
Author: @MatissJanis
Created: 5/4/2023
Status: ✅ Merged
Merged: 5/5/2023
Merged by: @MatissJanis

Base: master ← Head: matiss/report-filters

📝 Commits (3)

  • fbbec6b ✨ (reports) ability to fine-tune reports with filters
  • 4ad28ff Release notes
  • 23fb3d4 Feedback: move to hook

📊 Changes

7 files changed (+148 additions, -34 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/CashFlow.js (+31 -3)
📝 packages/desktop-client/src/components/reports/Header.js (+18 -26)
📝 packages/desktop-client/src/components/reports/NetWorth.js (+30 -2)
📝 packages/desktop-client/src/components/reports/graphs/cash-flow-spreadsheet.js (+8 -1)
📝 packages/desktop-client/src/components/reports/graphs/net-worth-spreadsheet.js (+17 -2)
➕ packages/desktop-client/src/hooks/useFilters.ts (+38 -0)
➕ upcoming-release-notes/994.md (+6 -0)

📄 Description

Low hanging fruit for reports: ability to filter the existing reports.

https://user-images.githubusercontent.com/886567/236334378-6e42e563-f1ab-4c4b-a8b5-55f1a7deba63.mov

With this improvement I hope to inspire more people to take a look at reports and start adding improvements here too. There's lots of things we could do, but here's how I would imagine it:

Eventually there would be a new "reports" page. In this page you select a visualization you want to use (timeseries, table, barchart, sankey? maybe something else too?). You then proceed to set filters to fine-grain your query. As you are doing this - the vizualisation gets auto-updated with fresh data.

Once you're happy with the results: you click "save". This adds the viz to the reports homepage. You can view it there or you can also click on it to modify it again.

You can also drag&drop the reports to arrange them in whatever way you want. It's basically a dashboard.

But again: these are just my dreams. This PR does not add all that nice-ness. This PR is only a small step in the direction and this hopefully will inspire more people.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/994 **Author:** [@MatissJanis](https://github.com/MatissJanis) **Created:** 5/4/2023 **Status:** ✅ Merged **Merged:** 5/5/2023 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `matiss/report-filters` --- ### 📝 Commits (3) - [`fbbec6b`](https://github.com/actualbudget/actual/commit/fbbec6bbd91780c51f652f6b3b2007b4350ae88e) :sparkles: (reports) ability to fine-tune reports with filters - [`4ad28ff`](https://github.com/actualbudget/actual/commit/4ad28ff2a4fd0945522399f55540518d340b2ef5) Release notes - [`23fb3d4`](https://github.com/actualbudget/actual/commit/23fb3d417963d3e0735cc050195c5368392b39c3) Feedback: move to hook ### 📊 Changes **7 files changed** (+148 additions, -34 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/CashFlow.js` (+31 -3) 📝 `packages/desktop-client/src/components/reports/Header.js` (+18 -26) 📝 `packages/desktop-client/src/components/reports/NetWorth.js` (+30 -2) 📝 `packages/desktop-client/src/components/reports/graphs/cash-flow-spreadsheet.js` (+8 -1) 📝 `packages/desktop-client/src/components/reports/graphs/net-worth-spreadsheet.js` (+17 -2) ➕ `packages/desktop-client/src/hooks/useFilters.ts` (+38 -0) ➕ `upcoming-release-notes/994.md` (+6 -0) </details> ### 📄 Description Low hanging fruit for reports: ability to filter the existing reports. https://user-images.githubusercontent.com/886567/236334378-6e42e563-f1ab-4c4b-a8b5-55f1a7deba63.mov With this improvement I hope to inspire more people to take a look at reports and start adding improvements here too. There's lots of things we could do, but here's how I would imagine it: Eventually there would be a new "reports" page. In this page you select a visualization you want to use (timeseries, table, barchart, sankey? maybe something else too?). You then proceed to set filters to fine-grain your query. As you are doing this - the vizualisation gets auto-updated with fresh data. Once you're happy with the results: you click "save". This adds the viz to the reports homepage. You can view it there or you can also click on it to modify it again. You can also drag&drop the reports to arrange them in whatever way you want. It's basically a dashboard. **But again: these are just my dreams. This PR does not add all that nice-ness. This PR is only a small step in the direction and this hopefully will inspire more people.** --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-18 06:01:15 -05:00
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Reference: github-starred/actual#29379
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