Draft Reports - Ability to add as Favourite so appears in drop down Menu
For the advisor Draft Reports, there is no ability to Favourite this report so it will appear on the Reporting drop down Menu.
At present, when want to print a set of Financial Statements, need to go to Reporting - All Reports - Drafts and then select the Financial Statements.
Would save time if could choose direct from the Reporting drop down Menu.
Judy Watson
shared this idea
Thank you for sharing your idea about being able to favourite draft reports so they appear in the Reporting drop-down menu. At the moment, this feature isn’t in development or on our immediate roadmap. This is mainly due to technical limitations in how draft and published reports are managed, as well as the need to balance this request with other priorities and improvements. We’re moving this idea to Feedback so we can keep monitoring interest and gather more input from users. If this feature is important to you, please encourage others to vote and comment, as this helps us understand demand and shape future updates. Thank you for helping us improve Xero.
