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Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

Reports - Advisor Report functionality recommendations:
1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
3. Ability to customize the cover page for wording, layout, logo, etc.
4. Ability to create new Advisor Report templates from within the reporting module of Xero. At my firm, I don't seem to have access to create a new advisor report template, and that seems like an oversight rather than a feature. At least give a setting to allow advisor users to be able to create a report package from within the reporting module.

If any of this exists and I'm just missing it, please fill me in! Thank you!

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Daniel Langlois shared this idea  ·   ·  Report…  ·  Admin →
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  • Emily McCahon commented  ·   ·  Report

    Being able to add any report to the advisor level management reports is essential, particularly for those clients using the Budget Manager. At the moment, these types of reports can only be added to the Client Level Management Report rather than the Advisor Level.

  • Daniel Langlois commented  ·   ·  Report

    I found the solution to #1 and wanted to share since it is not terribly obvious within Xero - if you click the three dots to the right of the report called "Management Report", you can choose "create new report pack" which allows you to add any report (including customized ones) to a report pack that has the same functionality as the "advisor report" pack. I wish Xero would make this option more obvious so it isn't hidden from end users. Maybe adding a button at the top of the report page to "Create Report Pack" would be more helpful.

  • Kenny Frisby commented  ·   ·  Report

    Point 1 is absolutely essential and would be so easy for implement. I'm surprised it isn't already part of the new reporting framework