Profit & Loss - Filter Tracking Report by second tracking category
Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.
Hot anticipation for this idea - We're pleased to share that this change is going live! (If you don't quite have it yet it'll be with you in the next 2 days)
If you use Tracking in your org we've added a new 'Compare tracking categories' option on the front page of the newer Profit & Loss.
While the older version had a limitation of selecting 100 options at a time, the team have doubled this, so now you can select up to 200 tracking categories to view at once.
In terms of activity
- Archived tracking options won't be shown by default but there is a switch to view and select these if you choose.
- When run, the report is designed to only show columns for tracking options that have had activity within the date range the reports run which should help you zone-in, and get a better view of what actions occurred!
Thanks again for all your feedback keeping us on the ball of how we can continue to make iterative change in the best interest of our customers. 🙂
-
Maggie Kavanagh commented
Chris - no you are not the only user who needs this. We have also asked that this functionality be reinstated. The new layout provides a loss of service from Xero.
Feature to move rows is a nice addition rather than an essential function. Excess rows or row order can be quickly dealt with on an Excel export. The loss of comparison by active tracking category for a given period makes no sense at all.
-
Chris Taylor commented
Hi Kelly, no I mean analysis codes or I think you would call them tracking categories in Xero. I have attached a screen shot, currently we can filter on any combination of customer or sku for any time frame we like.
As I understand it from walking through a potential fix with the support team, going forward this user friendly interface is being removed and the work around is quite poor and inflexible.
We can't be the only users who wish to go back and look at specific products at certain times or each month quickly cycle through multiple customers and products P&L's, isn't that the whole point of adding tracking to revenue and cost items?
Hopefully this can be rectified before the new P&L goes live later this year.
-
Sue Clasen commented
I still use the old version P&L so I can achieve this filtered comparision report using both Tracking Categories. It is a shame the "new and improved" version of the P&L is not as good as the older report.
Please make this improvement a priority. -
Sure can, Richard. 🙂
Understand where you're coming from and this is a key focus for the team - bringing across the most used features from the old to new reports.Just as you've noted the Tracking options will available from the front of the report, in the reports settings. Even more than the older version, you'll be able to select multiple options from each of your Tracking categories.
-
Richard Southwell commented
Hi Kelly,
Thanks for your support. The tracking categories are critical reporting functionality, we also need them in the front-end interface so that they're easy to use.
It's also important to have the ability to layer the categories so we can zoom in/out across two levels to maximise the benefit of the categories.
This is readily available in the old report but not in the new report so it feels like it was a major backward step that missed beta testing.
Can you please help to let the design/coding team know re: these requirements?
Thanks!
-
Rickie Rickie commented
Very important feature as you can see the company breakdown by both tracking category. I always use this report each week to invoice intercompany payroll. hopefully this is resolve before you take down the old layout report.
-
Mia Roberts commented
This is a very important requirement for our intercompany reporting
-
Chris Taylor commented
Currently the Profit and Loss report has the functionality to show both analysis codes, which we use as product and customer. This allows us to show Customer P&L's and Product P&Ls. We can also filter one customer and show all of their product P&Ls to understand profitability.
This is a critical report to our business and in the 'new' Profit & Loss report this functionality has been removed. Therefore Xero is effectively going backwards and without this functionality won't meet the needs of our business going forward.
We have 6 months to fix this before the 'new' profit and loss report replaces the old. I won't get into how poor the new P&L looks along with the shocking new look of invoices in Xero are.
If you need to keep the current functionality we have in Xero, please vote here so we can get this fixed.
-
Frank Simmen commented
Important to get a P&L report broken down into the two tracking categories, ie both tracking categories can be filtered in one and the same report.
-
Jane Skinner commented
The other thing the original P&L report can show is if an item has inadvertently been allocated to 2 different tracking categories. Not sure how this could be picked up from the new report.
-
Helen Jarvis commented
Definitely need this asap.
-
Lucy Rucinska-stanek commented
Can Xero please confirm they will tailor the new P&L report to allow the view of all tracking categories in separate columns, in the one complete P&L as a critical feature of P&L reporting of the old reporting, as requested by each of the contributors to this thread?
-
Jane Skinner commented
Old P&L had the option to filter by "All" in each tracking category, thereby creating a report which had a column for every secondary tracking category, including a column for anything "unassigned". This gave a complete P&L report with all the individual splits. The new version is great in lots of ways, but without the option to filter "All" in each tracking category it takes a lot of work setting up & doesn't allow for anything "unassigned".
Please add the "all" filter to be able to split all secondary tracking categories quickly. -
Genevieve Bradford commented
I would like to run Departments that are tracked on the X axis and Income types ( tracking) on the YAxis in the one report . in other words showing the income types in the columns vs Departments in the rows or vice versa. This would make the tracking function much more visually meaningful. Filtering on this two tracking groups because laborious and confusing with filtering and multiple reports.
-
Praful Gosai commented
This report is extremely important for our Charity clients who have to monitor state of multiple funding and also multiple the projects that are funded. Also other clients make use of both tracking categories and so need the old style report to be migrated to the new ones.
-
France Ng commented
We use the old P/L to track the performance of multiple service lines (2nd tracking category) across our company.
It's not ideal to use the new reports in the way they have been set up at the moment. We had to create and download 20+ custom reports in order to replicate the 1 old report.. which adds extra work + additional time + no value.
It would be great if Xero could keep these legacy reports available somewhere. It seems counterproductive to discontinue the old reports and cause disruption to customers' workflows.
If this feature can't be added, it would be great if Xero could recommend an app or other form of integration tool that lets us extract this info to how we would like the report to be formatted. I'm worried to even sign up for any new tools at the moment, as I'm unsure if they would be affected by the removal of the old reports.
-
Sarah Rose commented
I am a Xero Partner. Currently, the old reports are out go to for both P&L and Balance Sheet.
It is important to me that Xero keep the old reports, and not phase them out - they are great, and very useful for certain things.
Also, the new versions need to please have all the old functionality (including filter by second category), and ease of layouts.
It is really concerning for me that we are potentially losing functionality with this upgrade and phase out of the current reports.
-
Brett Letcher commented
This function was available in the "Old" P&L and is used often. This function is essential for us in monitoring the performance of our various programs (TC1) and various components within a class (TC2). As a charity, it is important for us to track such information to determine which programs/components to continue providing and which are not worth our donor's money.
In a broader sense, this function would also allow businesses to compare the performance of a particular division/team across various locations/regions (i.e. for the "Sales" division/team and select "All Regions" filter to see if a particular region is worthwhile) -
V Fraser commented
FCTE Accounts - I find it moronic that leave and super are not trackable! I moved to Xero from MYOB for it's ease of use with non-accounting staff, but at a cost!
-
FCTE Accounts commented
This is a critical need for our not-for-profit organisation.
We have five Business Units (Tracking Category 1) and currently 72 Budgets (Tracking Category 2) with each Budget managed by a specific Business Unit.
As Xero Payroll will not allow Staff Leave or Superannuation to be categorised by both Business Unit (TC1) and Budget (TC2), we must run an 'All Business Unit' P&L Filtered by 'Unassigned' Budget each month, to identify unallocated/missing Leave and Superannuation from our Operating Budgets.
This report is also used for other needs including verifying that all transactions have been assigned correctly to Grant related tracking categories.
Again, this is a critical requirement for our not-for-profit organisation.
Thanking you in anticipation