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?
Shario Baghaei
shared this idea
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Barbara Harland
commented
It would be really helpful to be able to print out or save as pdf the cash flow analysis, so that it is easy to check what is included an spot if there are any significant items missing. Can this be done at present, and if so, how?
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Bill Grant
commented
Base lining the forecast and even business snapshot feels like a very important feature that would also help instill confidence in the forecast - i.e. 60 / 90 days out accuracy. How that's done in terms of print of export probably does not matter too much however, it does feel really helpful and important.
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Concept Accounts
commented
The functionality and use of the report definitely lends itself to needing to be exported or printed. Whilst there doesn't seem to be a lot of action of this thread, I think a lot of people would make use of this. In particular when we are being asked to subscribe as an add on to this service.
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Beth Clarke
commented
I am loving the Business snapshot report, I would love to include it in our monthly report pack BUT when I print the quality is poor. Can we please look at adding an option to export to PDF like the other reports?
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Melissa Ziukelis
commented
I agree! I have clients asking for this information in a printable format.
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Aludia Binos
commented
Analytics plus - please include print option for short term cashflow
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Lanie Kilsby
commented
In Analytics Plus you are not able to print out the Short-term cash flow projection. Printing out this screen in a presentable format would be appreciated and save on time.