Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
Heather Trowbridge
shared this idea
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Michael O'Loan
commented
The Territory Total Percentage Calculation is incorrect. The Territory Total Percentage Calculation only adds the Territory Percentages together rather than recalculating the percentage. Needs to be fixed
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Julie Smith
commented
Xero is currently very limiting in report layout changes - the add formula section sounds great but it only allows us to select from 3 Sales totals to include in a formula - no other accounts or group totals could be included in a formula - this should be part of the basic functionality of editing custom reports. very disappointing. Custom formulae are important to ensure reports are tailored to the individual business.