Report Templates - Make Report Fields available to use in group headings
It is not currently possible to use Report Fields in a group heading in reports.
We spend time setting up shareholder and director names in Report Fields but they can only be used in text blocks, not group headings in reports. If we could use Report Fields in group headings we could make report templates, such as the schedule of shareholder current accounts, more dynamic and automatic. See the screenshot attached for an example.
Kyle Stutter
shared this idea
Hi community, I'd like to confirm that dynamic group headings have now been released to all practices.
When a Report Field is selected for the group heading, updates will automatically flow through when the field value changes, and be reflected in the Report View, PDF exports and Excel exports.
Thanks again for your support and sharing through Xero Product Ideas. 😊
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Kyle Stutter
commented
So great to see this has been implemented! Thanks Xero.
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GPFR In Xero
commented
This was rolled out last week, we made a video - https://youtu.be/X3pLDA7n1Y8?si=dBvNV8Hu60--562n
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David de Closey
commented
also required for trusts with multiple beneficiaries