XPH | Navigation - Reports on the main bar
Reports is now buried under Practice, can we please have it back on the main blue bar. We use it a lot and now there is more clicks. It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?
Glennis Stuckey
shared this idea
Thanks for raising this with us here. It's good to get a a gauge of how the new Xero Partner Hub navigation is being received and what improvements would be most helpful. For now we'll track the interest for Reports on the main bar here.
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Kerry Hamilton
commented
Hi all, I also agree with this, I use reports all the time and it quite a lot more clicks to get there now. Thanks!
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Nickie Sheehan
commented
We're with you Glennis... the new layout has added extra clicks for something that our team use multiple times a day.
I'm not too concerned about reports being under the Practice tab, but we really want to be able to favourite reports so it's only two clicks and we don't have to wait for a list of reports to load to then select the report we want to use.
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Glennis Stuckey
commented
Reports is now buried under Practice, and for custom reports, I can't find my favourites, so have to go to the second options, then find them.
Can we please have both standard and custom back on the main blue bar under Reports? We use it a lot and now there is more clicks.
It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?