Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
James Harris
shared this idea
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Sarah Cassidy
commented
In Xero reporting, when you run a multi-period P&L or balance sheet report (with comparative periods), there should be an option to change the order that the month/year appears in. For example, the default for all reports is newest first (FY25, FY24, FY23). It would be good to have an option for the opposite presentation, e.g. FY23, FY24, FY25 or Jul-24, Aug-24, etc.
I know this can be manually changed in the edit layout section but if you are comparing to several periods (e.g. 12, 24, etc), it is time consuming to manually change all of them.
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Graham Meredith
commented
Need this for a number of clients
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AdminAndrew Buckley
(Admin, Xero)
commented
Need this fixed!!
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Jonathan Nicholls
commented
Xero reports have newest month on left and comparators to the right. However for doing management accounts and time series you need the newest month on the right, with the oldest month on the left. Having the ability to decide whether months go from left to right or right to left would massively help produce management reports. As it is I need to reorder columns in excel.
A further advantage of this is you can drop a new months on the right in the previous month's spreadsheet. This can't be done if months are being added to the left!