Settings and activity
12 results found
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1 vote
Sarah Pickard
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19 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
An error occurred while saving the comment Sarah Pickard
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7 votesSarah Pickard
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8 votesSarah Pickard
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24 votesSarah Pickard
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130 votesSarah Pickard
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201 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Sarah Pickard
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3 votesSarah Pickard
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350 votesSarah Pickard
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52 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
Sarah Pickard
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24 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
Sarah Pickard
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38 votesSarah Pickard
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We really need this option for I&E reports. We use fund codes a lot and are often adding new ones for school trips, we are then required to edit the layout for 3 reports for each of our 17 schools every month