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  1. 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.😁

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    Alison Clark commented  · 

    Please add these colums to the report options. This is essential for drawing down reporting information from our bills.

    Alison Clark supported this idea  · 

  2. Tracking Summary Report - Add quantity Column

    9 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for your engagement and letting us know the changes that matter to you.

    We're continuing to track the interest for adding quantity as a column to the Tracking Summary report. This isn't something we have any plans for at present. If there are any updates we'll share with you here.

    Alison Clark supported this idea  · 

  3. Account Transaction Report - Add additional custom columns

    23 votes

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    submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Alison Clark supported this idea  ·