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  1. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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    Luke Danhof commented  · 

    Have the ability to export a custom report from one organization and import it into another organization without having to recreate the whole custom report from scratch. This is especially helpful when creating reports that revolve around classes that you can't create at the HQ level.

    Luke Danhof supported this idea  ·