Reports: Bookmarkable link to reports
Currently when using the new reports, bookmarking a page in Xero will take us to the specific organisation that the bookmarked screen was in.
But when using the old reports, bookmarking a page in Xero for example Balance Sheet for the year ended 30/06/2022, when i click on the bookmark link it will bring me to the Balance Sheet for the year ended 30/06/2022 for whichever organisation i am working on. This makes it easy when i'm looking at multiple entities.
Since Xero is phasing out the old reports, can you please bring this feature into the new report?
Kexin L
shared this idea
Hey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
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Lerina Julies
commented
We use this feature for our Accounting Practice please reinstate it so we are able to increase productivity and efficiency. Thank you
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Christine Dearness
commented
I used this feature all the time please reinstate it
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Adam Hirst
commented
There is a Custom tab under Reports that allows this... not sure if this is a new feature, but I did a custom report, saved it as a Custom Report, and when I open it up again then it has the same date range and fields etc, and has a unique bookmarkable URL. Here's a link to the instructions:
https://central.xero.com/s/article/Create-reusable-custom-report-layouts#Createandsaveacustomreport
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Wendy Bromley
commented
Absolutely essential
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James Lokos
commented
Absolutely agree!
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Andrew Girvan
commented
I use this feature dozens of times every day. This is an absolute must!
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Juan Nieto
commented
Please allow us to bookmark the new reports how we could with the old. It's an essential time saver.
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James Kingsford
commented
Absolutely critical - this halves the time spent generating reports
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Bishal Sharma
commented
please fix this issue asap
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Angel Tong
commented
Absolutely Agree! Please fix it.
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Jules Koralage
commented
100% agree. New reports should be introduced once this issue is sorted. Its a crucial feature that reduces at lease 3.-4 clicks.
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Kirstie Gillespie
commented
Essential for Accountants
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Lyn Timmermans
commented
Really important feature
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Karen Ashford
commented
Yes, totally essential to efficiency.
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Kat Duddridge
commented
This is a MUST! Anything to reduce mouse clicks, therefore time, is crucial to efficiency.
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Michele Verrall
commented
Absolutely agree! We really need to be able to bookmark the new reports so that new report reflects the client currently being accessed.