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Report Templates - Ability to add any report

I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.

I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reports

etc etc.

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James Carey shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

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  • Allison Scholar commented  ·   ·  Report

    100% agree on this - recent reports made available in Xero Blue would be amazing to include in report packs. I have a client who requires the actuals and budget monthly comparison report monthly to provide to his finance committee, and I have to manually export them each month to create a pack of my own.

    Seems like such a simple thing but could be really useful!

  • Ted Orban commented  ·   ·  Report

    Totally agree. I would like to include in Report Templates:
    - Performance Graphs
    - Custom Reports

  • Michelle Westby commented  ·   ·  Report

    The ability to add any available report into a practice Report Pack would be great!

  • Vicki Carlisle commented  ·   ·  Report

    I vote that ALL reports should be available to be included in report packs.

  • Kate Underhill commented  ·   ·  Report

    I would like to add my support to this product idea.

    I want to build a report template in Xero HQ using the new General Ledger report but the General Ledger Detail report doesn't show in the list of reports I can use in HQ to create a report template. As I can't do this, I will have to save recreating the same report for each client individually.

    The new General Ledger reports don't allow me to add the detail transactions of each of the payroll accounts like I used to. I have created a custom report using the new GL Detail report, filtered down to only the payroll accounts I need to reconcile. It's perfect. But now I want to create this in HQ at a Practice level so I can apply the same report across all of my payroll clients.

  • Rachel Rook commented  ·   ·  Report

    At the very least be able to add Financial Performance Reports to the Management Report.
    A lot of owners understand visual reports easier and if we could add these reports to a pack would be so much more efficient

  • Yolande Loots commented  ·   ·  Report

    I would like to custom Project reports so being able to edit all reports would be of GREAT help, thank you!

  • Anna McLaughlin commented  ·   ·  Report

    Hi,

    I would also add to this request for inclusion in Xero report packs.

    BAS reports - would also want to include a Bank Reconciliation at end of quarter and Payroll Employee summary for the Quarter. I have all other quarterly reports included as a consolidated BAS workpaper report. Far more efficient to review draft consolidated report and publish as a single report .

    I also need Tax Depreciation included in Financial Statements.

  • Alison Haughton commented  ·   ·  Report

    I would like to be able to add custom reports within a client.
    I have written a few custom reports for different clients and would like to create a pack rather than run each report each month.
    Also the ability to pull a clients custom report into Advisor reporting would be useful

  • Angela Smart commented  ·   ·  Report

    This came up in our bookkeeping meeting yesterday. Second this motion!

  • Donnie Buchanan commented  ·   ·  Report

    Yes agree, it is taking too long to offer up more reports for HQ templates........we cant be advisors when all we can add is PL BS AR AP.............no GST / AS, no payroll, so many more........these are advisory fundamentals, perplexing to say the least

  • Renee Hall commented  ·   ·  Report

    Yes and payroll summary reports & Superannuation reports.

  • Bradley Arnold commented  ·   ·  Report

    Agreed!

    We would also love to be able to add a Tax Depreciation schedule to our report packs for our Financial Statements. We compare Tax depreciation and Book depreciation and currently have to publish each of the two reports separately and then manually combine them.

    I am unsure as to the benefit of the restriction of certain report types in report packs as it is now. Should we not be able to add any report as needed?

    If we could get access to the full list of reports for report packs it would be super useful!!

    Thanks!

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