Enter your idea

Have the ability to export a custom report from one organization and import it into another organization without having to recreate the whole custom report from scratch. This is especially helpful when creating reports that revolve around classes that you can't create at the HQ level.

I also have multiple entities with a common chart of accounts. For each entity I need to create the report from start? Why am I not able to have my custom reports available across all companies under my account? Please fix this issue, it is very time consuming for us that we have multiple entities under XERO. Our financial reporting process is based on that.

Agree with comments, reports should be able to be shared between clients & practices.

I have 4 entities with a common chart of accounts. It's going to be about 2 days work to create the same reports in each entity. When will Xero ever listen to its existing user base?

We have clients moving from one entity type to another and after spending hours creating reports for their monthly management reports many years ago, we now have to redo as they have moved from one type of entity to another. With the number of comments below, would be great if this was a functionality. Seems backward that it can't occur

Totally agree, with the restriction of consent by both practices / businesses. Very common occurrence and essential with an amicable split of a practice as well, totally unfair on one of the parties in this circumstance to have to re-create all Reports.

please allow this ASAP - this i basic work flow you are killing us to recreate each time

Having the ability to save a customized client report as a practice template would save so much time.

Please bring back this functionality. It seems ridiculous to have to recreate the report for each separate entity. Such a waste of time when they are all the same format.
You should also be able to share report templates between clients and firms. If a client wants to view the layout of a report in a custom format (i.e. Balance Sheet or P&L) they shouldn't have to have the firm produce the report each time.

It would be useful if, as an accountant, you could copy reports from one organisation to another, without having to create a Report Template. So, I envisage a button saying, "Import report from another organisation", which takes you to a screen to select the other organisation, then takes you to a list of reports in the other organisation which can be copied.

This would be a great time saving function, should you be able to make it work. Good Luck

Xero very clearly care about their product matching their marketing: "Xero is a powerful online accounting software solution for small businesses. Run things smoothly, keep tidy online bookkeeping records, and make compliance a breeze."

Come on. CTRL C, CTRL V.

This needs to apply outside of Xero Practice Manager as well in the core Xero product. With the change in reporting fuctionality there is no way to re-use a custom report developed between organisation under the same Xero account. This is creating un-necessary re-work to support annual reporting and tax submissions.

We look after a large number of businesses all within the same sector that use the same report layout. We have had to set up the custom reports for each one individually (which took several days) and also need to set them up again when a new client joins us (which can take the best part of an hour).

Surely setting up the ability to export and import custom accounts would be something that was easy to implement?

We have tried to set them up in Xero HQ but they want to map to the Demo Company's Chart of Accounts which is completely different to our own.

So maybe having an option to select which Chart of Accounts to use in there could be an alternative way of dealing with this issue.

We need the Reports to be Customized (which we can now save to "Custom" tab - so great) but to be picked up by our other 100 plus entities we work on. Its ridiculous making the same reports for each entity individually.

This would be such a time saver.

need this asap

Very frustrating.

This mattter is critical for us.

Used to be available. Not sure why Xero changed reports this year (July 2023) and took away that functionality. Seems like a feature downgrade. Please reinstate this capability.