XPH - Include the new fields in Custom Report Builder
We have found that there are some new fields in the updated XPM e.g. date of death, place of birth. This is great as we previously had created our own fields to enter this information. However, these new fields are not available in reports. Can these, and all new fields please be added to the select field options. If you want us to use them they need to be reportable. Thank you.
Christine Hutchby
shared this idea
Hi Christine, thanks for sharing your feedback! We know having access to all XPM data points in the Custom Report Builder helps you get a full picture of your practice’s performance without extra manual work.
The good news is this functionality already exists. In the Report Builder, for example, the [Client] Date of Death and [Client] Place of Birth fields can be added to the Client & Contact report. Different report types—like Job, Task, or Staff—have their own sets of fields, so it’s worth double-checking your Report Type if a field doesn’t appear immediately.
If you need help to find these fields on the report builder, our Xero Support team will be able to assist further. Hope this helps!
