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Management report - Ability to change dates of individual reports

Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.

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Jenny Draper shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your interest and support in the idea here. Our reporting team are exploring the idea of allowing customers to use different date ranges for individual reports within report packs. They're interested to connect with customers who use report packs (management packs, bank reconciliation packs or custom packs). They'd like to talk to you about;

  • how you use them currently, and
  • show you some potential designs which we’d like your feedback on.

If you’d be interested in taking part and are available between 20th Feb - 3rd March please complete this 2 minute questionnaire. This'll  tell us a little more about you and ensure that we get a diverse mix of opinions. If selected, you’ll be invited to a video conversation with a couple of members from our design any and product team, lasting no more than 45 minutes. We'll round back once the teams had time to evaluate their findings and share any further intentions.🙂

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  • Sylvia Atkins commented  ·   ·  Report

    We need some report to be "last month" and some reports to be “Year to end of last month” (not even an option so we have to manually do each time).
    We are concerned as we are getting messages to say the old reports are not going to be available to us shortly - how will we be doing our management repots going forward - do we now need to run to multiple separate report packs each month instead of one?
    We have been asking for years for a report pack with the same functionality as the old one - please do not remove it if it cannot be recreated!

  • Maria Gammon commented  ·   ·  Report

    available between 20th Feb - 3rd March what 2024? or are these dates incorrect?

  • Optimised Group Accounts commented  ·   ·  Report

    It boggles my mind that there needs to be a feature request to add functionality to the new reports that exists in the old reports.

    The old reports should not be turned off until the full functionality has replicated in the new reports,

  • Emily McCahon commented  ·   ·  Report

    It would be great to be able to add different date ranges for different reports within a pack. We have one client that likes to see a rolling 12 months P&L report, as well as the standard monthly P&L report with a YTD column and Balance Sheet.

  • Jenny Draper commented  ·   ·  Report

    Seriously, it is about the ability to ***CHANGE THE DATES ON THE SPECIFIC REPORTS IN THE PACK.
    EG. The Blance Sheet might be Dec 22, 1 x P&L for Dec 2022 , BUT WE ALSO WANT TO ADD ANOTHER P&L FOR THE QUARTER, OR INCLUDE AN ACCOUNT TRANSCATIONS REPORT FOR A DIFFERENET DATE RANGE, ***NOT** BE STUCK ON THE "ONE DATE

  • Jane Solly commented  ·   ·  Report

    I agree, we need Balance sheet for current month with comparison same last f/y, Profit & Loss financial year to date c/f same period last f/y, budget variance for current month etc. The pack doesn't save time when date ranges are a critical element that have been omitted from the customisable options.

    I've also noted that whenever I edit a report layout, when I save the new layout it defaults the date range back to a preset range, it doesn't hold on to the date range I've entered. This also adds time having to reset the date range all the time.

  • Jenny Draper commented  ·   ·  Report

    An example is in a MONTHLY Management report, I need to include the Drawings or Loan Account for the WHOLE YEAR TO DATE, or the monthly report with the QUARTERLY P&L as well as the individual monthly (yes, i know we can do a 3 month comparison one, but some clients want separately); and maybe report the ATO account way back to when debt started accumulating.... sooo many options

  • Jenny Draper commented  ·   ·  Report

    Desperately begging you..........................Can we PLEASE have the ability to change the date for INDIVIDUAL REPORTS WITHIN A REPORT PACK.

    Currently the Pack date range is LOCKED and every single report MUST be the same, but about 95% of the time within the pack I nee dto include a report that is not foor just the month, but for a Financial Year or Calendar year, or other, PLEASE

    And adding a separate page for another month CAN NOT work aS THE WHOLE REPORT IS STUCK IN one period .

  • Su Pike commented  ·   ·  Report

    I have tried to do the same. None of your existing reports will allow this.
    Please allow more options within your report pack, including more asset register/depreciation schedule reports to be selected.
    Thank you.

  • Natasha Wyatt commented  ·   ·  Report

    I agree this would be an extremely useful function to have in one report so that various comparisons can be reviewed within a single report.

  • Poey Ho commented  ·   ·  Report

    Agreed. I tried to do the same comparison.

  • Alison McLean commented  ·   ·  Report

    Good afternoon,

    A good example is the depreciation schedule. You might be preparing management reports for a particular month e.g. August 2022 and set up the custom date range of 1 - 31 August 2022. This will run all reports in the management report pack for the month of August by default.

    However, you also want to add in the depreciation schedule for the year to date i.e. 1 April to 31 August 2022. However if you change the date range for the depreciation schedule for the year to date, it currently applies that date change to the rest of the report pack.

  • Sandra Nel commented  ·   ·  Report

    Wastes time to have to update this every time.

  • Dyan Aitken commented  ·   ·  Report

    It would be great if the different reports in the pack (or new reports added in to the pack) could have different date ranges.

    ie cash summary could be monthly (1 July to 31 July) and show 12 months worth of data such as April, May June July etc when you have monthly comparison periods
    But profit and loss could show date 1 April to 31 July - with one yearly comparison period giving us year to date this year and year to date last year

    Old report pack allowed us to do this

    New report pack requires us to edit layout each time we generate reports and to add extra columns to cash summary which adds extra time to each client we do this for and is less efficient. New report packs look better, but functionality is actually reduced

    Thanks for reading if you got this far!