Reporting - Full List of Reports inc. descriptions for each region.
Provide a FULL list of ALL reports!
There are SOOOO many reports out there that I am not aware of, as they are all hidden! Unless you know the exact name of the report they are useless to search. I have just spent a wasted few days between facebook and support trying to pull a report similar to Supplier Statement. I did a search and of course there is nothing called that. I eventually contacted support to find out how I could get a Supplier Statement and was told to use a "Supplier Bill Activity". I would never have guessed that in my wildest dreams. Had there been a list of all available reports, I would not have wasted so much of my time trying to figure out how to create one and secondly, it would have meant I was not been required to open a support ticket, so support could have been utilised elsewhere on more important support cases.
Sharon Davis
shared this idea
Totally get the keywords our customers look for or search and the names of Xero's reports may not always match. We've making use of generative AI and have released this to search within the Xero help menu - Where possible Xero will auto generate a response based on your search, and otherwise you'll see the most relevant content from Xero Central.
Taking the example in the idea here, when searching 'supplier statement' the first relevant result helps a user understand what reports will help them get an understanding of supplier activity in Xero.
In terms of listing reports in the reports centre - Some of Xero's reports such as the Supplier Bill Activity are a drill down report. While it won't be listed on the reports centre as a default, you can click the 3 dot menu next to the Contact Transactions - Summary report to view sub reports. If you'd like to make this easier to access you can favourite it to add it to the Accounting drop down and the reports centre page.
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Nerissa Cope-Allen
commented
Whilst that report isn't something I use, I totally agree with the sentiment that the names of available reports are a bit useless without a brief summary of what the report actually is (perhaps with an information icon that can be hovered over for a summary). Every time I want to create a report, I have to click into various different available report templates (with similar names), enter a date range and then submit to see if it's the one that fulfills my need (inevitably I find one that will do, on about the 3rd attempt).
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Muhammad Asif
commented
Transfer money
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Michelle Messer
commented
This absolutely should be standard and a way for Xero to gain further popularity in the marketplace!