Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
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Alison Habebi commented
Need to be able to share P&L customised layout into Budget report, or add budgets into P&L filters- or both
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Florin Florean commented
I reckon the answer is not what we expect and the question was about Chart of Accounts. It seem Xero has no ability to create your own COA
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Rhoda Chinnarajulu commented
As accountants we create a custom report. Can we use this customized report for all clients across our firm ?
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Sushma Clark commented
Historically, we could create a PL or BS template and use it in any reports or layout and if any changes were made to the template this would update all the reports that had a PL or BS. However, in the new reports this function is unavailable, which means you have to amend the report in all the management reports you have created which has increased production time considerably.
I dont understand why this function has been removed,please bring it back or something similar! -
Caitlin Ottley commented
It's not currently possible to copy schedules or the groups that you've prepared in a report to another report.
It would be great if we could either copy and paste the schedule and groups to a new report in a report pack and/or link it to the original report, so that any adjustments made to the original report could be quickly replicated. Example being grouping expenses in the P&L and then creating a separate Schedule of Expenses report to show some of the breakdown.
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Susan Kings commented
We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.
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Lynn Collins commented
Have the ability to create report templates using a different set of COA's rather than the Xero standard version.