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Xero HQ - Transfer/copy reports between practices & organisations

Ability to transfer customised reports between practices or other businesses. Currently this is not possible so if a client changes accounting practices then reports do not follow. This is expensive for the client for reports to be redone and totally unnecessary given that all the formatting necessary already exists on another system.

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Andrew Tuckey shared this idea  ·   ·  Report…  ·  Admin →
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  • Ian Chilcott commented  ·   ·  Report

    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.

  • Michael Kuntz commented  ·   ·  Report

    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.

  • David Marchbank commented  ·   ·  Report

    I definitely need this! It would save so much time and deliver more reliable consistency accross mutliple organisations.

  • Fred Walker commented  ·   ·  Report

    There must be a way to transfer practice created reports to client level. My client is insisting that they have access to the financial reporting pack I've built for them, and for me to tell the client that Xero can't give them access to their financial statements which would allow them to complete their reporting requirements

  • Greg Clough commented  ·   ·  Report

    I would support this entirely. I spent a long time making a report match the Diocesan preferred format and now that I have a second church as a client will have to repeat the work for no value to me or the church - it would be a very helpful feature. At least to be able to transfer onto the Practice and then make available to multiple clients.

  • Kimberly Anthony commented  ·   ·  Report

    I have a group of 150+ clients that all want the same report that was standard from the previous accounting software. I now have to recreate that as a custom report in every single Xero shell for each of these clients. It is very time consuming and having the ability to share a custom report template across all of these clients would be a tremendous time saver and asset to my services.

  • Nigel Medhurst commented  ·   ·  Report

    We have set up a subsidiary and I want it to report in exactly the same way which will, inter alia, make consolidation easier

  • Steven Parker commented  ·   ·  Report

    I used to be able to do this, but not any more, It is critically impacting my reporting set up for my multi franchise customers

  • Lisa Tong commented  ·   ·  Report

    I have the same problem, I swear all my custom reports used to be available to me to use in other organisations but they are gone. I have 4 clients who are in the same business, same structure, same COC and I swear I used to be able to use the same custom report for all 4. Recreating the report in the practice doesn't work as the COC is not the same and having to redo it 4 times is so annoying, is this a change from Xero?

  • Geoffrey Cottrell commented  ·   ·  Report

    It seems a waste of effort having to recreate the same formats across a group of entities.

  • Abigail Robery commented  ·   ·  Report

    also needed!! ridiculous ive had to make 14 of the same reports

  • Neil Kagan commented  ·   ·  Report

    It would be good if one could use a report in one practice and copy it into a second practice so that you don't need to recreate the report.

  • Jonny Tye commented  ·   ·  Report

    This functionality was available in the previous version of reports so very frustrating it has been removed in the 'upgrade'. Please rectify this ASAP, Xero!

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