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'Profit and Loss - Adding % formatting by row' has been merged into this idea

For small businesses: Accounting features

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Custom report - Add formula rows for % percentages (e.g Gross/Net profit)

Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.

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Tina Leigh shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.

For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see. 

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  • Natalie Wood commented  ·   ·  Report

    It is very frustrating to not be able to work with custom date ranges and have total columns that can produce percentages. We reopened our business part way through our financial year after a development, have multiple departments that we track, but can't do a report that covers, as an example, Aug-Feb crossing 2 financial years and get the total to date figures that you can get for YTD. It is a simple functionality that is absolutely needed.

  • James Love commented  ·   ·  Report

    Can't believe this is still not available. It would be such a basic fix and these types of margin outputs are used every day

  • Lisa Ho commented  ·   ·  Report

    Would definitely be useful as I check this after every month for clients so would save time as would have also have a comparison figures

  • Mari-Louise Stoltz commented  ·   ·  Report

    I use this on every report currently for a group of clients so having this in xero would save a lot of time.

  • Innes Chalmers commented  ·   ·  Report

    Now April 2024 and still not clear that I can show a row of %s in a custom report in % format.

    Why is Xero finding this difficult?

  • Steve Rose commented  ·   ·  Report

    The ability to show a % symbol would be very helpful. I have to export a report to Excel to do this.

  • Dale Pinn commented  ·   ·  Report

    Since 2022 and still no percentage sign?

  • Angela Peden commented  ·   ·  Report

    Percentages are pretty essential for meaningful reporting

  • Tania Evans commented  ·   ·  Report

    I really just want to see the % sign, rather than the result as a decimal - this would be so useful

  • Clair Chapman commented  ·   ·  Report

    Yes please to this, I can't believe that this isn't a function. Assumed that something so fundamental would be there as a standard option.

  • Grant Beck commented  ·   ·  Report

    I vote for this as well. Even with the workaround, the Total column does not properly calculate these values so that would be need to be addressed.

  • Chris Thomas commented  ·   ·  Report

    Another vote for the percentage formula in a custom report please Xero.

  • Charisse Russell commented  ·   ·  Report

    Okay so I'm here looking to see if this function has been enabled + it appears that it hasn't yet. YES to adding this as a basic function from a management reporting POV.

  • pete hill commented  ·   ·  Report

    With all the technology I can't for the life of me see why this very basic function is so impossible

  • Caitlin Ottley commented  ·   ·  Report

    This is a basic function we usually include in both management and annual financial statements, please action this soon

  • Ahmad Qayyum commented  ·   ·  Report

    Yes this is a basic ratio that businesses need GP% and NP% etc.

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