Custom reports
Custom Reports on Xero are not really true custom reports as they are limited to only some data.
On some other accounting packages you can include almost any financial or labelled data or contact.
We recently had to recall a product - we could report on which clients had purchased the product but could not draw up a report that included who purchased the item with their contact details or email alongside.
The info is all sitting in the Xero database but we had to individually look up over 50 email addresses to write to them about the recall.
This took around 1 hour. Had we been able to pull up a custom report it would have taken a couple of minutes at worse.
Steve Dauwalder
shared this idea
Hi all, while we appreciate feedback from you all here I want to be open that we don't intend on enabling the ability create a complete custom report that could include any data field across Xero.
That being said, our Reporting team have put a lot of focus into Xero's new reports to provide more visibility of activity and transactions, and flexibility to our users in the way they set these up.
Appreciate the specific details you've noted here aren't currently available in Xero - the closest would be Smart Lists however this is limited to customers at present - if this is something you'd often look up I'd recommend adding your support to the idea here.
We'll keep developing on Xero's reports - so if there is specific detail/results you'd like to see in a report welcome to start ideas for these that we can gather interest on.
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Tanveer Ahmed
commented
We generated report for payable invoice detail and we want to add following column in report (IBN & swift code ) can we customise the report please attached report which we have generated and we want to above information
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Shannon Holmes
commented
We need a report that can show all purchase orders under a certain reference. For example we used the code '3000' as the reference if we are ordering something a particular area of the business. What we be good is if it could produce an excel spreadsheet showing the date, PO number, supplier, cost etc. of all the things under that reference.
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Nikki Velinsky
commented
We need to generate a report of the customers we sold to per month and thier contact details. Again in a previous account software we could filter our customer list based on their last invoice date and then produce a report of all customers and their contact information. I could produce a report in Xero of the invoices for a month and the customer details, but I couldn't customise it to include the email details.