Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would end and where a new one would start, without having to export the report to PDF. I understand different settings, like page sizing, may impact the accuracy of using an indicator such as a dotted line, however the majority of users would be exporting to the equivalent of an A4 page if printed.
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Thank you for staying tuned with us through the idea here, everyone. We appreciate those who reached out - The team have received good feedback from their design concepts and are moving forward with work in this space.
A key enhancement within this will be developing the ability to view page breaks within Xero, so you can see how this will impact the report.
We're a wee way off release but with work underway we'll move the idea to working on it. Watch this space for more updates 🙂
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Liam Galbreath commented
Hi Kelly,
Apologies, I didn't see the update from May 3rd, however if there is still the option to be involved in a session I'd be keen to be involved.
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Seb Van Harselaar commented
One of the better suggestions I have seen on here, most definitely agree.
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Lisa Pike commented
This would be great and save so much time, especially at the end of financial year.
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Raelene Shee commented
Yes - it would be great to preview a single report within financial statements when editing formats and layouts etc without having to export pdf the full document and scroll thru all the pages before reviewing the one report.
It would be also great to be able to add extra blank lines between headings if necessary. -
Hollie West commented
Speed up previewing options when making edits to report formats