Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
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Marilyn McNaught
commented
The font in reports needs to be bigger by default. I need to print to 115% so they are readable.
Not particularly reporting, but why oh why when I am making a payment, is the total of the payment I need to read in teeny tiny font on the top right hand size of the screen. It is ridiculously small!
This total should be the same size as the other fonts in the window, and the total needs to be displayed in bold. Not ridiculously large, just more uniform and readable.
The headers for the columns should also be larger in size and uniform with the rest of the window.
This happens on many platforms now. It is not aesthetic to the eye and leaves room for error.
Please change this!
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Helen John
commented
We would like a minimum two report styles available for use across the practice, both with consistent colours and fonts. One style would include our logo for financial statements, while the other would be a logo-free version for minutes and similar documents.
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Raj Singh
commented
We would like a minimum two report styles available for use across the practice, both with consistent colours and fonts. One style would include our logo for financial statements, while the other would be a logo-free version for minutes and similar documents.
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Vicki Kerr
commented
We would like a minimum two report styles available for use across the practice, both with consistent colours and fonts. One style would include our logo for financial statements, while the other would be a logo-free version for minutes and similar documents.
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Irene Guest
commented
We would like a minimum two report styles available for use across the practice, both with consistent colours and fonts. One style would include our logo for financial statements, while the other would be a logo-free version for minutes and similar documents.
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Trish Koch
commented
I would also see great value in having multiple report style templates available. In particular, I would like the ability to select a report with individual client logos rather than my own. I do monthly reporting to investor groups and would like the reports to appear from the header company, rather than me.
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Annette Collett
commented
I need to amend the front cover so that the client information etc fits in a window on my Binder covers not halfway down the page
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Helen Mazibuko
commented
I would like to have multiple report styles to be able to save each client logo as a style. Having one option - practice branding is not sufficient. For me to be able to add the client logo I need to edit this style each time I need to publish client report.
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Freya Pieroz
commented
When we're creating a report for the client to give to an employee or to a government body on behalf of an employee, we do not want the practice logo on the report. We want the client's logo!
By the same token, we don't want to edit the practice branding to show the client logo, because it may get used for other clients before it gets changed back.
Practice branding should have the practice logo for use when producing reports as the practice with many clients.
Client branding should have the client logo for use when producing reports as the specific client.Having only one option - the practice branding - is not sufficient for the needs of the client.
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Wilma de Waal
commented
Can you perhaps add a management report that shows an option for client branding and not only for the accountant/practice branding?
For instance the branding shows the colour and logo of the client and then in the right hand corner of the front page of the report you can add the practice logo and prepared by the accountant name. -
Nicolene Horowitz
commented
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
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David Dai
commented
We act on client's who are agent (eg property manager) for landlord. When we produce the reports in Xero, the agent request us to have the agent's logo on the report rather than our default logo.