Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting - Expand & collapse groups in report (rather than Layout editor)

    40 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

    20 comments  ·  Reports & tax » Reporting  ·  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
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we value your feedback here.

    While not directly within Xero we wanted to highlight that this capability is available through Syft Analytics. With Syft you can create categories or groups in a report layout and expand or collapse them dynamically while viewing financial reports.

    Syft Analytics is available as an add-on for accounting practices and customers on some Xero plans.

    Thanks again for your feedback and for helping us understand how this'd improve your reporting workflow, while it's not in our roadmap currently we're continuing to keep a close watch on the interest here for future planning. I'll share if there are any updates.

    An error occurred while saving the comment
    Hannah Flook commented  · 

    I use the reporting layout editor to create a summary of account codes to show a more condensed view of the P&L or Balance Sheet. It would be useful to have the ability to toggle this down or up to see a breakdown of the summary account codes without having to edit the report format. This could used across all different reporting templates.

    Hannah Flook supported this idea  ·