Reports: Remove merge cells when exporting to excel
Please don't merge any cells in the Excel export of reports 🙂
Hey community! Thanks to everyone who added their votes and comments to this idea, and took the time to respond to our survey earlier in the year.
Based on this community's feedback, we've gone ahead and implemented Option A: Unmerge all cells today.
Now when you export to an excel file, you'll find that there are no merged cells.
Heads up! As a result of this change, if your business has an especially long legal name (more than 60 characters), you may need to manually merge and wrap cells for better printability 🖨️
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Sam Gray commented
Anybody looking for a good laugh... This was already requested and (according to Xero) "delivered":
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45745153-reports-remove-merge-cells-when-exporting-to-exceI asked why there are reports I export that still have merged cells and the infamous "Product Team" said "You never asked us to unmerge payroll reports! Only Accounting Reports!"
This is despite payroll reports being one section of accounting reports and found under Accounting > Reports 🤦🏾♂️
And nowhere on the original request did it say, don't unmerge payroll reports.
Seriously stupid.
P.s. for anybody wondering, I didn't post this comment on the original product idea. This comment was posted on the new product idea that Xero Support created which they said was necessary because the product ideas were different. Then they merged the two. (Original link to product idea number 2, which redirects to here and says it was merged: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47542712-remove-merge-cells-when-exporting-payroll-reports). They've now created a third product idea (link here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47548916-au-payroll-reports-remove-merge-cells-when-export). Lol.
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Xero Support commented
Not to merge any cells in the Excel export of payroll reports
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Amanda Francis commented
Option A, definitely.
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Himali Perera commented
I need A, unmerge all cells
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Shona Rankine commented
"A" for me please
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Catherine Hodgson commented
A
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Peter Lepper commented
Definitely A.
99.9% of the time the reason I export to excel is to further manipulate the data (the remaining 0.1% is if I really don't want the built-in PDF report format, i.e. to manipulate the layout).
As many others have said, if I want pretty, I'll export as PDF.
Same goes for standard font size, no wrap, show gridlines... -
Anna Davies commented
Option A, any merged cells are an absolute nightmare for working in excel.
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Emilie Lambert commented
Definitely, definitely option A. When you have any merged cells in a report, it affects so many functions of excel. I assume I am not alone in exporting a report from Xero and manipulating it in a multitude of ways to get the desired information. I don't need a pretty report, I need data that I can work easily on.
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Dan Hosgood commented
Option A. It is far better the odd time you need to have the heading nice to merge it, rather than the 95%+ that it is the first thing you need to undo.
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Christine Ashton commented
Definitely a vote for option A. Exporting to Excel is to allow the figures to be worked on/compared/split into different presentation formats. I am quite capable of formatting the document myself to have it present as I want it. Just this morning I was applying SumIF functions to an Account Transactions Report and I cannot select all the lines in a certain column because the merged cells force the whole report to be selected. One of the reasons I left Reckon One was because of this very problem. Please apply your pretty formatting techniques to the PDF reports and allow detailed analysis of figures as the default priority for Excel exports. We can still format if needed once calculations have been done.
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Andrew Syme commented
Absolutely Option A.
Personally, the only reason to export to Excel is to manipulate the data (problem solving), So I would NOT have any headings or titles, these would appear on every row of DATA. Makes it so much easier to use pivot tables / lookup functions / indexes etc etc -
Vicki Carlisle commented
Just have no merged cells (option A). If you try to highlight or delete or manipulate any column where it crosses a merge call it just makes a mess. The user has to go and manually unmerge everything, it's just time consuming.
If Xero can just left align all text/headings, and general alignment for numbers, it will work fine. No text wrapping is needed, if it doesn't fit and we need it we can do that ourselves. As far as I know the merged cells are blank anyway, you can't merge multiple cells with text. -
Janet Hiern commented
A. Please unmerge all cells and remove text wrap from the header rows.
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Sarah Jacobs commented
A: Unmerge and unwrap all cells (titles, subheadings, totals - everything)
Xero needs to understand that if users want to export to excel, they probably want to manipulate the data in some way, which takes precedence over a 'pretty' report. This does not, in my option, make 'printing and screen reading more difficult'.
If users want a 'pretty' report, then they can export to PDF -
Shaun Fenech commented
Option B for me.
Thanks -
Sam Gray commented
Hi Ethan,
My vote is for:
A - Unmerge all cells, bearing in mind any long organisation names, report titles and text blocks will no longer automatically wrap, therefore making printing and screen reading more difficult
Merged cells are stopping us from selecting a column(s) to resize or manipulate etc
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Susanna Swan commented
If you want "pretty" reports, just use align selection as that'll achieve exactly the same look but doesn't force users to unmerge cells every time. Not sure why an app the size of Xero still uses outdated presentation formats in the first place.
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Janet Hiern commented
Thanks for reducing the zoom. Although i don't understand why it's so hard to unmerge the cells, can the font size for headings be reduced so that the report is a consistent font size overall? Also, showing grid lines would be helpful.
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Sam Gray commented
Thanks Kelly for the update and honesty
The updates may look good (and they make sense - the original way it looked wasn't best), but they don't improve functionality, like this update would. Fathom is a great one to copy here, exporting to excel from Fathom (in particular forecasting), is a very good experience.