Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.
Hi everyone, pleased to share that an option to allow formula rows to be displayed as a percentage has now been added to the Layout Editor of all reports!
We know the meaning of this feature to our customers and appreciate your engagement with us through product ideas. Thanks 😊
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Elmar Tongol
commented
It would be good if Xero will add a function (shown as a percentage) when doing a formula in a row.
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Aimee Paskwietz
commented
Please add in the functionality to be able to do this. We run various management accounts for boards and not having the % automatically is frustrating.
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Joseph Turley
commented
Completely shocked that this isn't already a part of Xero. Product manager's, please get this added to a Sprint!
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Gemma Phillips
commented
Yes this would be very helpful! I am also surprised this doesn't already seem to exist, but it would be a welcome feature.
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Gillian Jackson
commented
Yes please, I was surprised this didn't already exist. It is essential that we can add in Gross Profit and net profit % to a row in reports. Currently you can only set the formula as a percentage in a column. Please update this ASAP Xero. Thank you!
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Elisha Huke
commented
Yes please include this, as currently columns override rows so if you have a column formula, it will add up the figures in the row instead of applying the GP margin calculation - this is a basic accounting ratio so should be included
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Sarah Jacobs
commented
Yes, although we can calculate GP% and NP% in the custom reports, they still need the functionality for number formatting percentages.
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Meir Neuberger
commented
In a custom report you can add formulas but they are not very presentable as they look like .46 instead of 46%
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Nigel Halsey-Watson
commented
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)