Tracking Report (new) - Add a summary option
New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.
Olivia Stevens
shared this idea
Hi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your workflows.
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almed batlex
commented
Adding a summary option to the new Tracking Report is essential for maintaining efficiency and reducing manual workload, as users rely on quick, consolidated insights to understand balances across tracked items without extra calculations. Reintroducing a summary view similar to the one in the retiring report would allow users to instantly see totals, trends, and key figures in a clear format, saving time and minimizing errors. This enhancement would greatly improve usability by streamlining financial tracking and decision-making, much like how platforms such as https://cooksmenuout.com/ present organized and summarized information to help users quickly access what they need without unnecessary complexity.
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Nerida Bodycote
commented
I completely agree Olivia - the old report had so much functionality including being able to edit the report.
Xero - could we please have this report as an editable report (the old report was editable) and also could you please allowing the grouping/summarising option like is available in the account options report - otherwise a lot of manual manipulation of data is now required to achieve the same result as the old report