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Homepage - Widget for accessing 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.

36 votes

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Bianca Lopes shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate the extra details shared by everyone here.

We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.

Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.

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  • Nicola Taylor commented  ·   ·  Report

    +1 for this. I have custom reports for my tracking categories and it would be great to either have a widget to display the report summary on the homepage (best) or have a widget with a quick link to the report (second best)

  • Barnaby Tompkins commented  ·   ·  Report

    I have some reports I use daily and it would be great to have these on the homepage - typically invoices and costs so I can keep tabs on this (Different from cashflow) as I target myself to control costs and hit a level of invoiced sales in month.

  • Emily McArthur commented  ·   ·  Report

    It would be good to have a reports widget on the new homepage design, so you can access favourite reports easily. This was something the old design had (i.e. being able to click straight into the P&L report).

  • Tim Herbert commented  ·   ·  Report

    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.

  • Sharon Cadman commented  ·   ·  Report

    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.

  • Heidi Koenig commented  ·   ·  Report

    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.

  • Bianca Lopes commented  ·   ·  Report

    I would like to access my frequently used custom reports off the home screen widget.