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  1. 24 votes

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    Daniel Langlois supported this idea  · 
  2. 16 votes

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    Daniel Langlois supported this idea  · 
  3. 86 votes

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  4. 18 votes

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    Daniel Langlois commented  · 

    I found the solution to #1 and wanted to share since it is not terribly obvious within Xero - if you click the three dots to the right of the report called "Management Report", you can choose "create new report pack" which allows you to add any report (including customized ones) to a report pack that has the same functionality as the "advisor report" pack. I wish Xero would make this option more obvious so it isn't hidden from end users. Maybe adding a button at the top of the report page to "Create Report Pack" would be more helpful.

    Daniel Langlois shared this idea  ·