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'Adding an option for reports to include Hyperlinks to Xero' has been merged into this idea

For small businesses: Accounting features

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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?

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Kexin L shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminEthan M (Admin, Xero) responded  · 

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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  • Bakhsdip Mann commented  ·   ·  Report

    Allowing for exported excel reports to have an option to open hyperlinks. For example, being able to open the ledger of the expenses of a line item from the Profit and Loss statement, or being able to open the Aged Details of a customer by clicking on the link of the Aged Summary excel report, or being able to open the invoice by clicking on the link in the excel of the Aged Details reports. This would allow for less back and forth between an excel file and having extra tabs open to view the same report in Xero. The links would require you to be logged in to Xero first to view the information as to not allow unauthorized access.

  • Lerina Julies commented  ·   ·  Report

    We use this feature for our Accounting Practice please reinstate it so we are able to increase productivity and efficiency. Thank you

  • Adam Hirst commented  ·   ·  Report

    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

  • Andrew Girvan commented  ·   ·  Report

    I use this feature dozens of times every day. This is an absolute must!

  • Juan Nieto commented  ·   ·  Report

    Please allow us to bookmark the new reports how we could with the old. It's an essential time saver.

  • James Kingsford commented  ·   ·  Report

    Absolutely critical - this halves the time spent generating reports

  • Jules Koralage commented  ·   ·  Report

    100% agree. New reports should be introduced once this issue is sorted. Its a crucial feature that reduces at lease 3.-4 clicks.

  • Kat Duddridge commented  ·   ·  Report

    This is a MUST! Anything to reduce mouse clicks, therefore time, is crucial to efficiency.

  • Michele Verrall commented  ·   ·  Report

    Absolutely agree! We really need to be able to bookmark the new reports so that new report reflects the client currently being accessed.