Settings and activity
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303 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 😊)
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Alice Tang
commented
Due to the pressure from Dept Heads and Management on Finance team to report on a real time basis, if Xero can have a function where we can send a live link to individual Xero reports to Dept Leaders in the company so that they can generate the report at any point of time, it would make a huge impact.
Eg. Creating a report specific to IT and let the IT Dept head able to access the unique report on Xero platform on an real time basis whenever they need to make a decision. The non-finance user dept doesn't need to have Xero login, they just want to view that specific report thru the link that is only given to their email access. Finance team can remove the access anytime from Xero system.
Alice Tang
supported this idea
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56 votesAlice Tang
supported this idea
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This will not only reduce the reporting deadlines pressure on Finance teams, but letting Finance teams concentrate on making sure the data is up-to-date while removing the unnecessary work/turnaround time of repeated preparation of multiple reports to management on a monthly or adhoc basis.