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Reporting - Saved customised report layout across common formats

Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format

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Mark Richardson shared this idea  ·   ·  Report…  ·  Admin →
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  • Andy Hawkins commented  ·   ·  Report

    Reporting layouts are great but very frustrating to have to update multiple versions of a report when a change to account layout/new account is made eg: P&L report with categorised accounts but different views on columns.

    It would be great to have a common account layout for the rows and then customised the columns to show required info - meaning that if a new account is added, or new formula etc only one update is needed to the common layout rather than tracking across all required reports.

  • Alex Morgan commented  ·   ·  Report

    Allow importing of a custom report layout into new custom reports. eg. I have a preferred customised layout for my P&L. I would like to replicate that layout in a Budget + Actual report and a Variance report. Currently I have to recustomise each report from scratch. This is highly cumbersome and creates risk of error and inconsistency.

  • kirsten Reid commented  ·   ·  Report

    Users: Please also vote for this Idea below to make changes happen! Many thanks

    Reporting - Budgets by tracking category to integrate with master overall budget

  • Andrew Stevens commented  ·   ·  Report

    When customising a profit and loss report, the customisation should remain across the other profit and loss reports, as was the case previously. IF working on Profit and Loss, Budget Variance and Month by month with budget reports, we should not have to redesign the layout 3 times and then amend each of the 3 reports everytime something changes. The way accounts line up in these reports should be consistent.

  • Frances Oconnor commented  ·   ·  Report

    Yes, please bring back the common formats!
    We used the common format option all the time in the old reports. It's a great tool for decision-makers who are not skilled in Xero, and don't want to have to look at a whole range of separate custom reports.
    Thanks

  • Nia Candra commented  ·   ·  Report

    We found this very frustrating. Now, our custom report lists are getting longer and messier as we need to have separate reports for each layout just for 1 reporting format. Now, it's also getting very confusing. Seems like the new XERO reporting makes our life harder and not easier.

  • Paul Kaplan commented  ·   ·  Report

    I found it very useful to be able to apply a custom layout across different formats of reports which cannot be done in the new report.

  • Sarah Tulip commented  ·   ·  Report

    The new report designer allows you to create reports and add in a footer
    The old reports allow company settings to include a footer on published reports. We use this as the place to add our company disclaimer on reports we issue to clients
    Without the facitility we are going to have to customise every reportt we generate to manually add the footer
    Please could we request a standard footer option in company settings that can be selected when a report is generated?