Summary
You can create a saved report by tapping the “Save Report” option on an analytics or comparison screen. This feature is available only for X-tra users.
How This Works in Nance
Saved Reports are created directly from analytics or comparison views.
Steps to Create a Saved Report
- Go to an Analytics or Comparison view
- Tap the “Save Report” button
- Confirm the action
The report is then saved for quick access later
Where You Can Save From
You can create reports from:
- Analytics screens (spending summaries, category breakdowns)
- Comparison screens (month vs month, category vs category)
Who Can Use This Feature
- X-tra users
- Can save reports anytime
- Basic (Free) users
- Do not have access to this feature
Important to Know
- Saved reports reflect your latest synced data
- Requires at least one connected bank account
- You can revisit saved reports without re-running the analysis
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