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Reporting - Create folders to manage reports (Custom, Published and Archived)

Under Custom Reports

I send out reports to my departments each month, this morning it took 4 hours to add the tracking codes to the new P & L reports (we love the new report and so do our Department Heads).
I was wondering if there is a way of saving each custom report for each individual dept with their tracking within a folder. We have a Junior and Senior Campus and about 45 departments at each. We already have a lot of custom reports so having a folder system would allow each Admin staff member to access what they need easily, without overcrowding the main area.

This would save hours over a year, not only each month but when a Dept Head requests one mid month.

I have attached a Screenshot of what I mean. if we could have a folder for HOD P & L's I could then save individual P&L's for each dept and Campus then they be ready for the next month and just need to change the date. A huge timesaver.

Thanks

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Shellee Madden shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for the example, Shellee! That's a good few departments 😮


There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


We'll begin tracking support in this here. 

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  • Raelene Jeynes commented  ·   ·  Report

    It would be great if users were able to save their Published Reports to different folders for easier reference and searching.

    For example:
    Published Financial Statements Folder
    Bank Reconciliation Folder
    GST & Activity Statement Folder

  • Nicola Chu commented  ·   ·  Report

    It would be great to have this feature. Definitely needed sooner rather than later.

  • Georgia De Laune commented  ·   ·  Report

    At the moment all custom reports are listed top to bottom with the ability to star any as favourites.
    It would be good to create folders to hold custom reports in. For example, create a management account folder to hold all relevant custom reports in.

  • Elisa Harris commented  ·   ·  Report

    Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).

  • Vivienne Price commented  ·   ·  Report

    I also agree. It would be very helpful if there was a folder system for instance EOFY 2022.23 and within this folder sub folders. It would make the library filing system much more user friendly with quick access to particular sets of folders which contain the relevant files instead of the totally chaotic list in its current form

  • Louise Tonkin commented  ·   ·  Report

    Please can we have the ability to save custom reports into different folders? At the moment I have to sift through loads of different custom reports to find the ones I need. It is a waste of time when I could have similar ones in their own folder.
    It is also really really untidy and disordered!!! Clearly a system invented by coders not by accountants!

  • Louise Tonkin commented  ·   ·  Report

    I use a lot of reports each month and really need to be able to put similar reports into different folders. At the moment it takes hours sifting through them all to find the correct one to use.
    Bit of a no brainer really?!

  • Steven Joffe commented  ·   ·  Report

    I find Xero inability to create Custom Report Folders Backwards. I am happy to move to a real accounting System....

  • Thavarubini Chandraraj commented  ·   ·  Report

    We would like to have the ability to seggregate the custom reports we create by user so that reports created by one user cannot be edited by another user. A folder system to store reports might be one way to achieve that. I have had reports created edited inadvertently and not saved the way they were originally created. This can result in wasting time repeating actions that were done before. Alternatively is it possible to add a user name prefix to reports you create.

  • Matylda Jacomelli commented  ·   ·  Report

    This is quite disappointing that you can't have your own default reports setting based on the profile / login. It defeats the whole idea of a "default" settings as the defaults are not always the same for all users...

    Step up Xero Dev Team! We are counting on you :)

  • Sue Weighell commented  ·   ·  Report

    I waste a lot of time searching down the list of custom reports. A folder system is essential to keep reports filed correctly

  • Nadine LeBrun commented  ·   ·  Report

    I agree this feature is needed, folder system to sort out our published and archived reports.

  • Nadine LeBrun commented  ·   ·  Report

    I agree this feature is needed, folder system to sort out our published and archived reports.

  • Nadine LeBrun commented  ·   ·  Report

    Yes, creating folders for sorting out our published and archived reports.

  • Rochelle Di Cristo commented  ·   ·  Report

    Is there any hope of a possible filing solution in Xero? We have created many reports for different departments and it is very cluttered now when looking at our reports. We would like to create folders for the different departments and add relevant reporting to those folders.

  • Jane Vinar commented  ·   ·  Report

    When Publishing Reports and Archiving them it would be handy if we could create files to store these in within the Published or Archived Reports sections, such as for a Financial Year or grouping Activity Statements together, Bank Reconciliations, Balance Sheets, etc. together.