Homepage - Widget for custom reports
Have a widget for custom reports.
Be able to access your customised reports from the home screen or at least from a button on the drop-down menu.
Bianca Lopes
shared this idea
Hi team, just make sure we understand the request here - would this be to purely access custom reports, or is there something you'd also want to be seeing from a visual POV on the Homepage?
Thanks for engaging with us on this here.
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Tim Herbert
commented
The old tax and reporting widget was top of screen in my old homepage. Had links to GST return, P&L and Balance Sheet and was a big time saver (not having to dive into menus etc). Removing this and making the other widgets (bank accounts, meaningless P&L graphs) way too big makes the new layout borderline unusable for me. Current customization is not helpful.
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Tom Brown
commented
A visual POV of a custom report, e.g. P&L YTD, would be very useful.
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Sharon Cadman
commented
It would be helpful if there was a widget for reports where you could select your top 3/5 reports that you use the most.
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Heidi Koenig
commented
It would be handy for the reports link within the widgets to link through to the default report or at least be able to add customised reports to the widgets.
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Bianca Lopes
commented
I would like to access my frequently used custom reports off the home screen widget.