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Original file line number Diff line number Diff line change
Expand Up @@ -145,7 +145,7 @@ If you want to build your own grouped report:
1. Open an Insight as your starting point.
2. Modify the filters to match your needs.
3. Adjust the date range if needed.
4. Click **Save search** to store your custom version.
4. Click **Save** to store your custom view.
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stephanieelliott marked this conversation as resolved.

This allows you to automate recurring analysis without rebuilding the search each time.

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Expand Up @@ -68,7 +68,7 @@ To create and save a custom report:

1. Go to the **Spend** or **Expenses** tab.
2. Use filters to adjust the category grouping or timeframe.
3. Apply filters and click **Save search** to save your custom report.
3. Apply filters and click **Save** to save your custom view.

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Step formatting: This step combines two distinct actions ("Apply filters" and "click Save"). Per the step formatting standard (HELP_AUTHORING_GUIDELINES.md Section 5), steps should be sequential and each describe a single action. Consider splitting into two steps:

  1. Apply filters.
  2. Click Save to save your custom view.


[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-use-spend-search-query-commands)

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Original file line number Diff line number Diff line change
Expand Up @@ -67,7 +67,7 @@ To create and save a custom report:

1. Go to the **Spend** or **Expenses** tab.
2. Use filters to adjust the merchant grouping or timeframe.
3. Apply filters and click **Save search** to save your custom report.
3. Apply filters and click **Save** to save your custom view.
Comment thread
stephanieelliott marked this conversation as resolved.

[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-use-spend-search-query-commands)

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Expand Up @@ -193,7 +193,7 @@ Here are some common examples:
- **Custom date range (table)**
`type:expense date>=2026-01-01 date<=2026-01-31 group-by:category view:table`

These searches update in real time and can be refined further using additional filters. You can save frequently used searches to reuse them later by clicking **Save search** in the search bar.
These searches update in real time and can be refined further using additional filters. You can save frequently used searches to reuse them later by clicking **Save** in the search bar.

For more advanced dashboards and exports, learn how to use [Insights in Expensify](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify).

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