Working With Reports

There are a number of actions you can take on each report. You can access some these by right-clicking the report name in the list of reports, which brings up the Report options context menu. Alternately, once you have run a report, there are buttons across the top of the view to invoke each of these:

  • Chart: Only present if the report is capable of displaying a chart. Clicking this option toggles between the report and the chart.

  • Configure report: Change the properties of this report. You can customize the report to your liking and save it for future use. See the next section for more details

  • New report: Create a new, customized report based on the selected report.

  • Export report: Reports can be exported, or saved, in HTML or CSV format. HTML is intended to preserve the displayed formatting of the report. CSV exports the data underlying the report.

  • Delete report: Customized reports can be deleted. The default reports that ship with KMyMoney cannot be deleted.

  • The Close report button was removed in 5.2. To close the current report tab, click the small x to the right of the report name on the tab.