New Client filters in XPM that don't have filtering function for reporting purposes
My query is in relation to Client filters in XPM. We use a report that filters clients contact details including their mobile number. However since your recent changes to XPM where you have now provided various phone options for Client but there are no filters for reporting these except for [Client] Phone. Is this something you can make available for reporting purposes, in particular [Client] Mobile as we have various reports that require this option. Why would XPM make a change to include these phone options and then not provide ability to use these filters in reports? I will add it to the long list of issues with the changes that have occurred since you have updated your platform.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂