Summary
Saved Reports in Nance are stored analytics or comparison results (Smart Insights) that you can revisit anytime. This feature is available only for X-tra users.
How This Works in Nance
Saved Reports let you save any insight result so you don’t have to run the same query again.
What Can Be Saved as a Report
You can save:
- Smart Insights results
- Analytics views (spending summaries, category breakdowns)
- Comparison views (month vs month, category vs category)
Essentially, any analytics or comparison output can be saved as a report.
How It Works
- You run a Smart Insight or view an analysis
- You choose to save it as a report
- It gets stored for quick access later
Who Can Use This Feature
- X-tra users
- Can save and revisit reports anytime
- Basic (Free) users
- Cannot save reports
- Can only view insights temporarily
Why This Is Useful
- Avoids repeating the same analysis
- Gives quick access to important financial views
- Helps track patterns and comparisons over time
Important to Know
- Reports always reflect your latest synced data
- Requires at least one connected bank account
- Works across all transaction types
If it’s worth checking twice,
it’s worth saving once.