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  1. Profit & Loss - Ability to show percentages with Tracking Categories

    10 votes

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.

    This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.

    This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.

    We’ll keep this thread updated with any news.

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    Jo Watkins commented  · 

    This is a basic easy "check" for Management to understand & compare Performance of separate Branches. It would be incredibly useful to have this function

    Jo Watkins supported this idea  · 

  2. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    225 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

    Jo Watkins supported this idea  ·