Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
Lee Pinnington
shared this idea
We're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Nisha Kelley
commented
We use the old style tracking summary report as part of our monthly reporting to report balances outstanding with an agent split out by our different clients. Under the new style filter by "account type", we are no longer able to do this. We would definitely appreciate an update as per your suggestions.