Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
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Marie McQuinn commented
This is essential and should be available as an option
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John Meagher commented
The report is excellent, but without being able to export it loses its value.
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Ayla Wilson commented
Critical part of the report
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Vicki Ferguson commented
Would be a lot more helpful if the report could be exported. Taking screen shots is not practical.
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Adriana Donlen commented
It looks like people have been asking for the cash flow projection to be able to be exported to a pdf or excel, however Xero aren't listening? Is this something that will be available in the near future? The report is helpful, but without being able to export, seems silly. Not very professional to have to cut and past it in to a document to send to management.
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Amal Bousamra commented
I need to download Cash Flow Forecast to csv format. can you please help me do that.
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Amal Bousamra commented
I'm trying to download cash flow forecast to csv format. can you please help me do that.
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Robert Townsend commented
Everybody loves a graph rather than figures, so exporting/printing the cashflow graph would really help management information and give greater prominence to Xero as a useful finance system.
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Bethany Haughey commented
I want to be able to export the money in and money out data in the short term cashflow into Excel, maybe one tab for money in and another for money out. This will make it fair easier for me to be able to see any potential duplicates, for example where I have manually added an item ahead of a bill being received from the supplier.
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Bernard Watts commented
Ability to print short term cashflow. In the same way you can the business snapshot
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Rochelle van Greunen commented
It is very difficult to run controls in the current format i.e. I need to group wages, COS etc. to determine whether we need to add adjustments
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Janine Lee commented
It would be helpful to have the option of extracting the short-term cash flow projections into a pdf or excel spreadsheet.
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Colin Sparshott commented
Analytics Plus has brilliant functionality, but we need to be able to produce reports for management and not rely on 'screen-shots' which look very unprofessional.
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Tam Prentice commented
This is frustrating and makes us look a little unprofessional. What a great feature for cashflow forecasting, its exactly what i need but I have to print to PDF and it does not look good at all
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Andrea Fines-Allin commented
Totally agree. Updated my Xero package to get this feature but it only has half the functionality as you can't export either the cashflow or the business snapshot.
Come on Xero - please listen to your loyal subscribers. -
Serdar Atamert commented
I agree with previous comments that to upload the cash flow statement to an Excel file is essential to manage the cash flow. The most of the cash flow projections incorporate goods in production and goods to be purchased and paid in the future. Excel file will be a great tool to incorporate to overall mid-term projections
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Irene Arroyo commented
I agree that this is vital for presentational purposes and to provide the basis for extending the cash forecast further than 90 days. It's really disappointing that Xero haven't provided this and makes what could be a great function useless.
It seems to be a trend amongst software developers to assume that people want to see dashboard charts rather than a regular spreadsheet report. I don't think this reflects most users real life requirements. It is easy enough to turn a report into a chart if you want to but pretty impossible to turn a chart into a report.
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Laura Murphy commented
For me to add this feature to some clients being able to share the information with them is essential. I think the short term cashflow would be really useful for some of my clients but feel that until I can export the data table and present the data to them so we can check easily, there is no point in me using this feature for clients until then.
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Priya Bamrah commented
can we add a function to export the business snapshot?
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Peter Ciccone commented
absolutely vital to be of value