Settings and activity
3 results found
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63 votes
Jessica Pillow
supported this idea
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331 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment An error occurred while saving the comment Jessica Pillow
commented
We're exploring Syft to get this functionality & it's looking good! You get Syft with your Xero account now for no additional charge.
Jessica Pillow
supported this idea
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13 votesJessica Pillow
shared this idea
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Look at Syft Analytics and potentially Syft Segments. These allow you to create live report links which anyone can open without a Syft or Xero log-in and see the latest reports from Xero plus top 10 transactions within each account balance. Or you can use a password to make the link more secure if needed. These Syft reports are available with the higher versions of Xero.