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For small businesses: Accounting features

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Profit & Loss | Tracking - Ability to drill down

The previous Profit & Loss report allowed you to filter by multiple categories. There was an add t report function which allowed users to drill down into secondary categories and export ALL of the data into one report which showed 1. A P&L Summary, 2. Detailed expenditure for the chosen secondary category. The "Add to report" function allowed the user to export the entire category details as a whole.

For our business this is critical. We are a bespoke project based company and use this filter constantly & No the project feature does not work for our business....I have tried!

Without this feature the user will need manually export everything individually to be able to build a detailed report for the chosen category...the timing of this would be insane. Please Xero bring back this functionality.

I have added an example with screenshots here for your perusal. NB: Sensitive information has been redacted.

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Cherron Christie shared this idea  ·   ·  Report…  ·  Admin →
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  • David Kim commented  ·   ·  Report

    I agree with Cherron. I have no idea why Xero got rid of this function with the new report update. I am having to rebuild the P&L customized statement it is frustrating this drill down capability function is not available.. We have multiple revenue and expense categories for each division and it would be a mess to see detailed transactions whenever you click on categories without filtering option.

  • Jennifer Tryggvason commented  ·   ·  Report

    It would be very helpful to be able to filter report rows by tracking category.

    For instance, if I was to use a tracking category as department with options of A, B, C, D:
    Sales dept A & B [formula takes GL codes 100-500 dept A&B)
    Sales dept C & D [formula takes GL codes 100-500 dept C&D)

    Clients often want to see one or two account broken down by department but not all. For example, a non profit board often wants to see a single column profit and loss with the wages broken down by dept between admin, fundraising, and programs.

    This would add a much needed new dimension and flexibility to the Xero reports