Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
Lastly, it is not possible to add a column to a single section of a report without adding it to the entire report. Even if there was a Qty column to add, this would add it to every note which we don't want.
Example of where we need the above functionality is the standard investments note in the notes to the financial statements section of annual accounts. This needs to show the Qty of shares held or if the client has term deposits the interest rates.
Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report - will give you quantities sold for all line items
While we appreciate the interest we want to be upfront that we don’t have any plans in the near term to provide the ability to add quantity as a column to other reports in Xero.
Please know we value the feedback and time you've each taken to share with us here. We'll continue to monitor this suggestion for consideration in future improvements.
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Julie Holt
commented
As a potential customer, I literally can not switch to Xero without the ability to see quantities in a transaction report. I was very excited about this software until I discovered this.
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Niamh G
commented
I too as a potential customer would really need to see quantities in my reports. I need to see how well my customers are performing based on quantities of units sold as well as monetary values....
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Peejay Moody
commented
I'm hopeful that with the advent of AI and big strides being made in quantum computing that the technological hurdle will finally be crossed to enable the quantity field to be displayed in Xero general ledger reports.
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Leah Harrison
commented
Come on Xero, get your act together and get this quantity column added. I am trying to record spraying hectares charged for each individual sprayer and this is a critical element for me.
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Erika Fischer
commented
This is a must. We shouldn't have to switch between reports to see this data
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Will Batchelor
commented
Had a demo on KeyPrime's new cloud software KeyInfinity and it has this function. Easy to implement, why hasnt Xero done this?
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Duncan Holmden
commented
This is would be very useful
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Babs Bright
commented
I agree
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Fergus Bell
commented
I have a lot of rural clients and from my perspective being able to pull quantities into a transaction report is critical if we are going be efficient at what we and our clients do. We use quantities for calculating the litres of fuel purchased for fuel tax credit claims, as well as livestock numbers purchased and sold in preparing livestock accounts. Right now numbers have to be added manually which is a real issue in larger enterprises.
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Jane Beaumont-Orr
commented
It would be very helpful to have the ability to add numbers for livestock transactions.
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Rebekah Dorman-Sickler
commented
This would be super helpful for our Carbon emission data collection - to track the hours our associates had worked in the last year (all with different rates).
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Suzy Cooper
commented
This would help greatly with reducing the extra work we need to do to keep track of quantities.
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Peejay Moody
commented
This would be a great feature to have
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Matt Tyler
commented
This would massively increase functionality and lower workload for bookkeepers & accountants
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Whitelaw Weber
commented
Especially if we can put quantities of Livestock purchased or sold.
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Jan Wilson
commented
This would be useful for both us as accountants and clients
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Marcus Schoonderbeek
commented
Having the ability to add quantities would be very beneficial to us
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Penny Gough
commented
yes it would be desirable for a quantities column
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Sally Williams
commented
This should be included as an column option just like the rest of the options available. This would make a big difference for us.
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Ayla-Anne Gwilliam
commented
To add quantities to any reports but especially Year End and custom reports would mean a more professional presentation.