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

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    20 comments  ·  Reports & tax » Reporting  ·  Admin →
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    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.

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    Vikki Hind commented  · 

    There is no option to collapse the groups on the profit and loss account so the report can just be run by group totals. The retired version used to have this facility. Balance Sheet has this facility. This is really useful when you want to run a P & L without seeing all the background accounts. Is this something that can be re-reinstated?

    Vikki Hind supported this idea  ·