How to Save a Custom Report in MMEX

[jiggles82]

Hi there,

Thanks in advance for your help here.

I did search in forum for "Saving Report" & "Save Report" & "How to Save a Custom Report" but with no success...

I am a new use of MMEX.

I have created a "Where Money Goes" report with a custom start and end date.
I want to save the customised report in MMEX and return to it later for further insights. However, whenever I navigate away from the report (to try and find a method to save it) the date range reverts to the default and my report needs to be recreated again with the same custom dates.

Is there a menu option to "Save As" a custom report? GenAI tools (Gemini) say there is but when I look at my system i cannot find it.

Google Gemini says:

QUOTE

Save Your Customized Report

"Where the Money Goes" Report: Make sure you have your customized "Where the Money Goes" report open with your desired date range and any other modifications you've made.
Report Menu: Click on the "Report" menu at the top of the MoneyManager Ex window.
"Save As" Option: Select "Save As."
Choose a Name and Location: Give your report a descriptive name (e.g., "Custom Spending 10th-9th") and choose where you want to save it. MoneyManager Ex will save it with a .mmreport extension.
2. Access Your Saved Report

Reports Menu: Go to the "Reports" menu again.
"Open Report" Option: Select "Open Report."
Locate and Open: Find the .mmreport file you saved and open it.

UNQUOTE

- I have no Report Menu with a Save As option...

Macbook Air
MacOS: Monteray 12.7.6
MMEX: Version: 1.8.1 64-bit

[alfred07380]

Hello,
If you have created a report with the report manager, you must save each tab (sql, lua, template, description) in 4 separate files as follows:
- description.txt
- luacontent.lua
- sqlcontent.sql
- template.htt
then compress these 4 files into a zip file.

or more simply, use the Export button !!

[jiggles82]

Thanks for your reply...

No I didn't create the report that way.

I merely looked that the menu on the left hand pane and selected:

Dashboard >> Reports >> Categories >> Where the Money Goes

Then Changed "Period" to Custom and then edited the start / end date fields.

An Expenses Pie Chart then appears and it is this chart and data that I wish to Save...

Hope this helps...

[Renato]

Presumably you have found an old description, could you tell us the source.

If you select the print icon, you can save the data in a .PDF.
Alternatively, you can also save it with Printscreen (Greenshot).

[jiggles82]

Thanks Renato.

The source was from gemini.google.com (an AI source). It is normally very accurate e.g. it can generate basic code....

The prompt I entered was "I have created a customised "Where the Money Goes" report from MoneyManager Ex. How can I save this report so I don't have to keep on re entering the custom dates?"

It produced the "answer" that I shared earlier. It would appear that this was "AI fiction" or that it found an old article on Google Search that said the above for another program...

I have taken your advise and printed to PDF.

Thank you.

[Renato]

You are welcome.

I note that it is not possible to determine the origin of the answers from gemini.google.com. I have tried to verify this answer, but have not succeeded. It seems that an answer has been put together from various sources, but it is wrong.

If I enter the same question in MS Copilot, I get a different answer, but with a source. But this answer is also worthless.

In my view, AI is still in its infancy and is a nice toy.

---------------------------------------------------------------------------------------------
MS Copilot

"I have created a customised "Where the Money Goes" report from MoneyManager Ex. How can I save this report so I don't have to keep on re entering the custom dates?

Response:

That's great to hear! To save your customized report in MoneyManager Ex (MMEX) so you don't have to re-enter the custom dates each time, you can follow these steps:

Create and run your custom report with the desired date range.

Save the report settings: Go to the report settings and save the date range or any other custom parameters you've set1.

Export the report: You can export the report to a file format like CSV or PDF. This way, you can easily load it later without re-entering the details1.

Save the file: Store the exported file in a safe location on your computer.

Would you like more detailed instructions on any of these steps?

[guanlisheng]

hi @jiggles82 ,
https://moneymanagerex.org/docs/feature ... alreports/ and https://github.com/moneymanagerex/general-reports might help you set up your general reports in MMEX.

[MlinMMEX]

hi @jiggles82 ,
https://moneymanagerex.org/docs/feature ... alreports/ and https://github.com/moneymanagerex/general-reports might help you set up your general reports in MMEX.

Yeah! This is the BEST AI for MMEX!!

[guanlisheng]

lol.
it (GRM) was designed and implemented almost 10 years ago, hope it helps somehow.