Reporting - Edit Report Layout due for an update!
Is there a plan in place to update the Edit Report layout to be more user friendly!
In particular, it is clunky inserting tables and being able to edit like a simple word doc (bold, italic, line spacing etc.)
Also being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)
Xero SOSA
shared this idea
Hi! Thank you for sharing your idea here. This is an existing feature in Xero. When editing the report layout, you can use the PDF option on the top menu bar to generate a preview of the report. If you require further elaboration or are unable to find this option, please raise a case with our support team for personalised assistance. With regards to the remaining portion of making the user interface better, we have moved this idea to gaining support to gain more support from users who would like this feature implemented.
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Xero SOSA
commented
Hi Sonal, the Print to PDF doesn't give me the information that I want.
I want to be able to print off and see the nested layers of mapping within the accordian the way it appears in the "edit layout" screen like in the screenshots attached, not just the client information . I am trying to use this to identify codes that are not mapped correctly both in our Master Reports and in reports where the client has used a code previously but has no current data and therefore is unable to be found by using the print to PDF function.
