XPH - Ensure "Exclude Archived Clients" filter works on Custom Fields report
Currently, when a client is archived, custom fields continue to show up in a customised report (even when "Exclude Archived Clients" is selected). Please ensure that when creating a report relating to custom fields, and selecting "Exclude archived clients", that the custom fields of archived clients don't show up in the report.
Sean Bullock
shared this idea
Hi Sean, filtering out archived clients in custom reports is currently supported in Xero Practice Manager, including when using custom fields. You can apply filters such as [Client] Status exclude Archived within the Report Builder to limit results to active clients.
As this should already be available, it may come down to how the report is set up or how the filters are being applied. I’ve moved this to Feedback for now, and it’s best to reach out to Xero Support so the team can review your specific report configuration and help get it working as expected.
