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Ability to group custom reports, i.e. to save reports to custom groups (like in QuickBooks).

It would be really helpful to have folders to group custom reports. The number of custom reports we have is growing and it is time consuming to find the report you need within the list. Being able to group them into folders would be very helpful.

I would like to request the ability to organize custom reports into folders within Xero. As the number of custom reports grows, it becomes increasingly difficult to manage and locate specific reports quickly. Having the functionality to group custom reports into folders (e.g., by department, reporting period, user, or project) would significantly improve usability and efficiency.

This feature would be especially helpful for teams that rely heavily on customized reporting, allowing us to maintain a more organized and streamlined workflow. Ideally, folders should support permissions or sharing settings to help control access to sensitive reports.

Thank you for considering this enhancement. It would be a valuable addition to the reporting functionality in Xero.

The list of custom reports can get unruly. I would like a way to create parent folders in Xero so they would be easy to organize.

It would be great if users were able to save their Published Reports to different folders for easier reference and searching.

For example:
Published Financial Statements Folder
Bank Reconciliation Folder
GST & Activity Statement Folder

It would be great to have this feature. Definitely needed sooner rather than later.

At the moment all custom reports are listed top to bottom with the ability to star any as favourites.
It would be good to create folders to hold custom reports in. For example, create a management account folder to hold all relevant custom reports in.

This would be very helpful

Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).

I have lots of Custom Reports, more than can be made into Favourites. Can you please add Custom Reports to the Accounting menu to enable direct access to this report area? Thanks

I also agree. It would be very helpful if there was a folder system for instance EOFY 2022.23 and within this folder sub folders. It would make the library filing system much more user friendly with quick access to particular sets of folders which contain the relevant files instead of the totally chaotic list in its current form

Please can we have the ability to save custom reports into different folders? At the moment I have to sift through loads of different custom reports to find the ones I need. It is a waste of time when I could have similar ones in their own folder.
It is also really really untidy and disordered!!! Clearly a system invented by coders not by accountants!

I use a lot of reports each month and really need to be able to put similar reports into different folders. At the moment it takes hours sifting through them all to find the correct one to use.
Bit of a no brainer really?!

I find Xero inability to create Custom Report Folders Backwards. I am happy to move to a real accounting System....

We would like to have the ability to seggregate the custom reports we create by user so that reports created by one user cannot be edited by another user. A folder system to store reports might be one way to achieve that. I have had reports created edited inadvertently and not saved the way they were originally created. This can result in wasting time repeating actions that were done before. Alternatively is it possible to add a user name prefix to reports you create.

100% agree

This is quite disappointing that you can't have your own default reports setting based on the profile / login. It defeats the whole idea of a "default" settings as the defaults are not always the same for all users...

Step up Xero Dev Team! We are counting on you :)

I waste a lot of time searching down the list of custom reports. A folder system is essential to keep reports filed correctly

I agree this feature is needed, folder system to sort out our published and archived reports.

I agree this feature is needed, folder system to sort out our published and archived reports.