Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
anonymous
shared this idea
Hi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
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Jack Frangou
commented
It really is a basic need for a group of companies to be able to tailor and use the same report layouts, having nearly 20 companies means its a monster task intially and whwnever you need to modify the report in future :-(
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Yion Chan
commented
It is not effective at all if we have to re-create the same reports across the various business entities under the same holding company. Please look into providing this function, thanks.
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Clark Galvin
commented
Similar to the previous report systems, sharing custom reports across organizations so they don't have to be recreated for each entity
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Shane Davis
commented
Can you please let me know why we were able to do this with the old report and can't do this with the new one?
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Emma Thorne
commented
This is beyond time consuming for our 75+ customers and all new customers going forward... please fix ASAP :0)
Thanks,
Emma -
Rory Adam
commented
I've set up custom reports in one of our organisations, and it would be so useful to be able to copy them across to our other organisations for management reporting. I now have to create the same reports in another organisation which is time consuming.
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Lisa Tong
commented
There's a request for it you can add your thoughts and mark it critical: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45956620-custom-reports-ability-to-copy-to-another-xero-o