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  1. Reports: Bookmarkable link to reports

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    17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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.

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    Adam Hirst commented  · 

    There is a Custom tab under Reports that allows this... not sure if this is a new feature, but I did a custom report, saved it as a Custom Report, and when I open it up again then it has the same date range and fields etc, and has a unique bookmarkable URL. Here's a link to the instructions:

    https://central.xero.com/s/article/Create-reusable-custom-report-layouts#Createandsaveacustomreport