Xero HQ | Clients - Export list by group
There is no option to export a group of clients appearing on the screen. We have different managers managing different groups of xero clients and they need to see this rather than export the whole client list and having to sort on excel
11
votes
Cloud Team
shared this idea
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Jane Barotian
commented
I have a very similar problem. I wish to filter and export a particular group of clients, but Xero does not allow this to happen.
Not only can you not see only the filtered data on screen, but when exporting you get the whole file, which doesn't necessarily contain the data that you need either. -
Debora Aguilar de Oliveira
commented
For our business model being able to extract reports displaying the groups is critical.