Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
Nel & Vennote
shared this idea
Hi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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Marc Smith
commented
Additional filtering/searching/sorting/exporting would be a really useful addition to the current functionality.
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Jason Fox
commented
I was on a call with Xero about this. Being able to filter insights my groups you've set could be very beneficial
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Dani Bennett
commented
Filter by client manager for example