Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Xero HQ - Combine custom reports with Adviser report

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kristen Ryan commented  · 

    I have tried to make the switch today to start using the new reports, Balance Sheet, Profit & Loss & General Ledger in particular.

    After creating a customised layout for each of these reports & then saving them as bookmarks, I now realise that this does not work...

    You should have the ability to be able to create a report;
    - This financial year
    - Compare to prior 2 years
    - Show account codes
    And then save this report as a bookmark to be able to use in the future & also in other xero files, not just the one that you created it in.

    We need to be able to refresh the reports when changing Xero files.

    Having to create customised reports in each Xero file is very time consuming.

    Kristen Ryan supported this idea  · 

  2. Reports: Bookmarkable link to reports

    55 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminEthan M (Admin, Xero) responded

    Hey community,

    Thanks for all your feedback on this idea.

    As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.

    By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.

    To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.

    Kristen Ryan supported this idea  ·