Reports Create Saved Report
reports_create_saved_reportCreate a saved Monarch Money report with custom filters, grouping, and timeframes to reuse transaction insights for financial analysis.
Instructions
Create saved report. This may create or update Monarch data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| fields | No | Optional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name']. | |
| filters | No | ||
| group_by | No | category | |
| timeframe | No | ||
| output_mode | No | Output shape to return. Use summary for compact CLI-style defaults, full for complete structured data without raw, and raw for complete structured data including raw payloads. | summary |