Settings and activity
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11 votes
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Laura Rous
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12 votesLaura Rous
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162 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
An error occurred while saving the comment Laura Rous
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Yes - please can this be a priority
Xero Analytics Dashboard - Filter by Tracking Categories
The ability to filter Analytics dashboards (ideally the whole dashboard, or individual widgets) by tracking category.
Purpose:
• View performance of each category through the same set of graphs
• Compare categories side by side over chosen time periods
This would make Analytics much more useful for businesses that segment results using tracking categories.