Reports - Adjust column width
Would be useful to be able to narrow column width, especially when decimals are removed and more months are required on 1 page. Similar to Excel, where we can change width and height of rows or columns.
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
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Wendy Angliss commented
@Kelly Munro, Can you update us please on timeline for column widths and margins. I have just printed out the General Ledger exception report for the first month of the year and it's 13 pages long but only needs to be about 4-5 if we could adjust. This is not good for the planet and looks very unprofessional if we print to pdf. Even if we cant' adjust from the user end, there are large areas of white space that are not being used. Happy to send an example to a Xero email for you to look at.
thanks Wendy -
Tom Duffy commented
Also being able to format column headers (e.g. wrap text) similar to formatting in Excel would save a load of work having to download to excel and reformating there before distributing (as per Kimn's comment below).
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Kim Harris commented
The ability to adjust column widths within custom reports would be a very helpful feature. We have custom reports that look fine on the screen & when sent to PDF format, have columns that are way too wide, which makes the report very impractical to read & unprofessional to look at. The only way around this at the moment is to export to excel & re-format that way, however this is more manual manipulation & the reports don't look as good when formatted this way.
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Alan Heiser commented
It is really bad when entry fields are too small to see the full amount
This is happening all over XERO and a further problem is the different functionality displayed by entry fields of the same type -
Karen Goodwin commented
We moved to Xero to get away from reporting using spreadsheets so I was really disappointed to find I cannot run a balance sheet report with a variance column as it wont fit and the only solution is to export to Excel.
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Karen Bourke commented
It's hard to export to Excel and then format to the exact layout that was on Xero PDF (which was relatively well set out) and takes more time to prepare a report. Any report this would be helpful in.
Also agree with Fiona Davidson, not just in reports but in the page views.
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Sam Calabro commented
agreed, this is something that should be standard functionality
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Wendy Angliss commented
Kelly,
Here is a frustrating example today which may help yor team.
I had to export to excel and then add a column because Xero thought I did not have enough space, and therefore refused to let me add a column in layout.
Could you please respond to this group wiht an updated ETA for the column width fix.
Regards
Wendy -
Fiona Davidson commented
ALL OF THEM!
Not just reports either, but the page views. You know the columns you guys messed with in your "updates" -
Joanne Ferguson commented
Column Widths in Reports and On-screen displays
It would be extremely useful to be able to change the column widths of both on-screen displays and reports.
Reports can be exported to excel to customise but this is extremely time consuming and exporting to pdf makes for longer than necessary reports (more pages). My contact name and item code fields are generally much longer than than the column width you seem to think appropriate and can take up 3 or 4 lines when in pdf format or on screen (all screens: invoices, bills, po's contacts etc etc).
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Andrew Bennett commented
All reports
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Daniel Soo commented
The column width should be auto adjust according to the longest in the column. Option is to wrap in the cell
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- Flame commented
I believe they are referring to being able to adjust the column width when using the layout editor for REPORTS.
In my case the columns look tight in the editor but when displaying the report some columns are wider than necessary. If they could be adjusted, I could fit the report on a portrait orientation page. -
Diana Jones commented
The ability to adjust columns would make this report way more user friendly. Because all the detail from an invoice is now printed in the 'description ' column, the column needs to be wider as the report is now running to pages
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Allan Barnett commented
Kelly Munro - I have provide two report examples on the 26th June and you have done nothing about fixing the issue!
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Kath How commented
I need to be able to adjust the column width on the new P&L report to allow for all tracking columns to be shown on the same page. It is important to be able to compare them to each other.
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Allan Barnett commented
see these two PDF reports- both Custom reports we use for several hundred clients, using date columns there is no blank space, yet using tracking columns there is a huge blank space between the account lines and the first column?? Why is that and why can't it be fixed?
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Suzette Edwards commented
Hi Kelly,
Attached is a screenshot of a report. I would LOVE to be able to adjust the columns. For one thing, the date column is way too wide. On other reports it would make life much easier as well. In addition, it would be nice to be able to reorder them.
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Wendy Angliss commented
This is very important. Trying to do month end with new reports with an open mindset and efficiently.
To scan down an account to see "unusual" transactions transactions that perhaps do not belong in an account is now much more time consuming.
There seems to be a preference in the report coding for column width to de determined by column heading rather than the content???
For example if I have standard columns on Account Transaction report "Running Balance" heading is wrapped, but when I eliminate a column to achieve more space for description and reference the running balance column width increases despite not needing to. And therefore it compromises how much space is available for the two columns I need.
Also when you play with the number of columns to try to minimise column wrapping the report suddenly changes from landscape to portrait becoming a VERY long report due to text wrap.
Happy to provide screen grabs directly to you Kelly Munro.
Please change (or allow yes/no choice) for the column width to be determined by the content not title.Also, why do we need so much margin in pdf report? This also compromises column width.
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Fiona Davidson commented
Because you new bills list view is to **** I cant see the information accurately any more.
Also need to be able to reorder the columns because some computer (not accounts) person decided to mess them all up and now I can tell heads from tails.