Summary
A saved report in Nance includes the complete analytics or comparison view, along with all applied filters, charts, and key insights at the time of saving.
How This Works in Nance
When you save a report, Nance captures the entire state of the view, not just a snapshot of numbers.
What Gets Included
A saved report contains:
- Full analytics or comparison view
- Applied filters
- Date range
- Categories
- Accounts
- Payment channels
- Merchants
- Smart Tags
- Spend type
- Time of day
Key Data & Visuals
Each saved report also includes:
- Chart view
- Visual representation of spending
- Top categories
- Highest contributing categories
- Top spending day / growing day
- Peak or fastest-growing spend period
- Spending channels
- UPI, card, ATM, cash breakdown
Insight Context
- Any insights generated based on the selected filters
- All values are tied to the same filtered dataset
Important to Know
- Reports are dynamic and reflect your latest synced data
- Available only for X-tra users
- Requires at least one connected bank account
Why This Matters
- You’re not saving a number—you’re saving a complete analytical view
- Makes it easy to revisit exact financial contexts anytime
Not just data.
The whole lens you used to see it.