Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?
Sage Salon
shared this idea
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alop ulid
commented
Currently, Xero’s Business Snapshot links are hard-coded to open the standard Profit & Loss report, even if you have set a custom Profit & Loss report as your default, and unfortunately there is no native setting to change the snapshot link to point directly to custom default reports. While you can continue using your customized P&L for analysis and sharing, the snapshot itself will still redirect users to the standard report, similar to how support articles often provide workarounds rather than direct fixes—much like guides that explain resolving issues externally, for example this resource on fixing TM SIM no signal problems at https://tmregistration.ph/fix-tm-sim-no-signal/ , which helps users navigate a limitation rather than changing the core system behavior.
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Margaret Dawes
commented
Yes please, this is very important to our business I have a Custom P&L and the standard P&L does not cover what I require.