Projects - Available in standard reporting
It would be incredibly helpful if we could have project names available as a column option in standard financial reports. This is something we currently have to add manually into the reports we run monthly.
Polina Matiushenko
shared this idea
Hi Polina, thanks for highlighting this idea. We can see how having Xero Projects data available within standard reports could make it easier to analyse financial performance without needing to switch between different reports.
While Projects data isn't currently available as a reporting filter in standard financial reports, using Tracking Categories alongside your projects can help if you need project-based reporting within reports like the Profit & Loss.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or project metrics you'd like to see supported, let us know so we can capture those use cases too.
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Craig Blackman
commented
Allow Projects to be a column or filter in all other reports. It would be useful to be able to filter all reports per Project but in particularly the Account Transactions.
2 things I am trying to acheive at the moment are:
Show me the Nominal Ledger where I can identify costs posted that haven't been allocated to a Project
Get a list of all the costs posted against a certain Project shoing me the Supplier, Net, VAT etc list the Account Transaction report.
I think it would be useful to be be able to filter Aged Payable/Receivable reports by Project as well.