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This is critical for us as well, for a couple of companies we work with. In one case, some of our secondary tracking category items can be used alongside a few of our tracking primary category items, but we still need to be able to run a comparison P&L that compares all of the secondary tracking categories but only for the one filtered primary tracking category. Glad to hear this is in progress!

This is critical for us as well, for a couple of companies we work with. In one case, some of our secondary tracking category items can be used alongside a few of our tracking primary category items, but we still need to be able to run a comparison P&L that compares all of the secondary tracking categories but only for the one filtered primary tracking category. Glad to hear this is progress!

Utterly absurd that the newer reports have less functionality than the older ones.

The laughable thing is that this would be such a simple query directly from an SQL database, but apparently it's beyond Xero to implement.

Mindy,
Thanks for responding to my message and explained how you did it. I thought you were able to generate a report for each branch to show the brands in 5 individual columns. Didn't realise it is just 1 branch with 1 brand only. Unfortunately that won't work for me with 6 branches and 33 activities as that means 198 reports. Even if I have the resources to do so, I still cannot simply paste them onto a same report with that many columns as each branch activity would not have transactions posted to the same number of accounts each month. Therefore each column will have different number of rows. The only way to solve that is to paste them to 4 columns for branch, activity, account, and $ and then use pivot table to get what I need. That is obviously a Herculean task. If Xero can proudly announce the new report as an improvement, they must be using a different dictionary.
I also have a similar issue with the soon-to-be-retired reconciliation report which can include all 13 bank accounts in one go. With the "improved" new version, I have to do it 13 times with 2 clicks each (to select account and update) and then export as 13 reports. That is a total of 39 steps instead of 2. Tried doing a custom report with 13 sheets with each with account pre-selected. But won't work as they all ended up with same account upon update.

My blood pressure rose when they sent the message about changing my favourites to the new versions. They are my reports and favourited old versions because the new ones are ****. Leave my settings alone

It seems clear from all of the comments that unless the functionality of the current P&L can be implemented into the new version, then the current report should remain available past 31st July

I haven't had a chance to look at how we can set up the new P&L, but from what I have seen this will require a huge number of reports to run to get the same information.

I don't understand why the system is developed to be worse than before...?

Hi Harry

My tracking is Branch and Brand

Old version - I choose Branch (1 Branch) / Brand (5 Brand) - I get the sales

New Version - I need to select Filter (1st) Branch / (2nd) Brand - can only select 1 brand at one time

So I have 4 branch x 5 brands - total - generate 20 times.

So from the data I get from xero, I input the data manually to my standard Profit and Loss by Branches and brands (in excel).

Mindy Lim,
How do you run your 20 individual P&L reports for each category?
Given the limitations of the new report, my aim is to run a job code (Category 1) P&L for each branch (Category 2) so that at least I can show the results of each job in separate columns for that branch.
My steps are :
1. Generate a first report for branch A by selecting it from the filter.
2. Then chose Compare Job Code format from the left panel to display each job in its own column.
But what I found is, each column from step 2's report is actually the sum of the all the branches instead of branch A only. Have I misunderstood something?

Judging by the volume of feedbacks which can be traced back to Apr last year, it is hard to understand why this remains unfixed by Xero for so long. Apart from the apparent lack of real world experience in management reporting, I also suspect there has been changes to the design team members resulting in the current mob unaware of the useful features of the old report before they made changes. Calling its replacement an improvement is ironic.
Significant changes to standard reports invariably affect users, requiring them to invest huge amounts of time and efforts to learn, redesign, and test. If the end results do not work as before, the frustration is understandable. To have the problem unfixed for so long only aggravates the matter. Even if we start the clock from Kelly Munro's response on 16.2.2023, that is still a long time ago.
Does that mean Xero is experiencing a lot of technical problems with insufficient resources?
Keeping the old report beyond Jul 31 until this serious deficiency is rectified is a sensible soultion.

Totally agree Kathy, and I have raised that with Xero. It's vital for the P&L to be able to compare tracking categories etc by column, but I don't want to see all 160 of them every month, I just need Xero to display those that are active during the selected time period. That provides a great regular check on the business.

I've already fed back that the ability to move rows around is fine, but that's something that can be very quickly done on an Excel export anyway. That is an extremely minor improvement, while Xero have removed a major function.

Last communication from Xero is that they're working on it, but they really must remove the July deadline to remove the old but functional layout.

What is also annoying is that when pulling a report by tracking, ALL the tracking comes up, even the ones that have been archived. This is in the old report format - but the new report format requires so much setup for EVERY VERSION of a report that used to be easily pulled on the old version.

Sorry Xero but these new reports for most reports are not an improvement but are actually a step backwards - agree with other writers that it seems your development team is more concerned with "how it looks" rather than the functionality and ease of pulling reports. Seems you are pushing users away from being able to access basic accounting reports and having to pay extra for add-ons!

Yes, I agree with Harry Soo, I have the same issue also.
Old report, Just generate 4 job Code, I get what I want.
New report - I have to generate 4 Job code x 5 brand - Grand total have to generate 20 times to get what I want.
@@ 20 time VS 4 time, this is a serious ......... issue.

Philip Preston's suggestion of 19.4.2022 won't work. While the Filter did appear which allowed me to generate a P&L report showing each location in a separate column, when I then selected Compare by Job Code from the left panel, each of the job column is the sum of the 6 locations instead of 1 location only (i.e. Loc A Job 1, Loc B Job 1, Loc C Job 2 etc)

My blood pressure usually goes up each time Xero announces their report "improvements". This is another good example. I sometimes wonder about Xero's design team's real world experience in management reporting. If an user has set up 2 tracking categories, it would not take an Einstein to foresee there is a strong need for both to be included in the same report. While the old report can easily show results in individual columns for Location A Job 1, Location B Job 1, Location C Job 1, Location A Job 2, Location C Job 2 etc., this useful feature is overlooked in the so-called improvement and now becomes impossible. I reported a serious flaw in transactions listing to Xero 2 years ago which still remains unresolved. Last reply was they were busy with other "improvements" and then closed my case. Can't help but wonder how long it will take them to correct the serious omission this time.

Update: Any tracking category with over 100 choices will not display. My issues wasn't nested reporting just reporting on a category but I have included this response for anyone who is directed here like I was by Xero.

To avoid confusion you can currently produce this report by any tracking category but not if it is nested as mentioned above however there appears to be a bug in using the "Compare (category name)" on the left hand side of the report where not all categories that are used appear.

I can compare by the first category but my second category is missing. It is visible in the demo company (try it) so if you have this issue you may have the same bug that I seem to have. I believe it is caused by archiving or deleting catageories but am still discussing with Xero Support (who have been great by the way - thanks Beth!)

This is very important to us as we use categories to show a P&L for each customer. The fact it has been lost in the "New Imporved" report is madness and a backward step. The old report should be kept until Xero fix this crucial issue.

This is also critical to our organisation - we report by consultant and by location in the same report. All of our management reports are set up using the old P&L format and the new version won't work for us. Why is the old report being discontinued when the new one has less functionality and won't meet business needs?

Profit & Loss - Grouping by Tracking Category. We have created a Tracking Category called "Project." We are able to filter by this in the PL Report to see PL by Project/ Tracking Category. This is extremely useful. We'd like to take this a step further and enable the ability to run PL reports across multiple Tracking Category's, and GROUP by Project showing the net profit for each project. Ideally, we'd be able to then see net profit by month, as well as a Total Year to Date. I have attached an example.

Just wanted to check whether there has been an update on timeline for delivery of this functionality - I am concerned that it is business critical and we wont be able to transition from the old format P&L without this functionality being available