Management Reports - Allow flexible average comparison periods
Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.
It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.
Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it would be helpful to offer flexibility in how averages are calculated—for example, allowing users to choose an average over the past 12 months, rather than being restricted to the current financial year.
These enhancements would significantly improve the usefulness of Xero’s reporting tools for management decision-making and save time in calculating a rolling average each month manually.
Sam Parsisson
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