Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Xero HQ | Insights - Ability to filter by client group

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.

    The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.

    This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!


    An error occurred while saving the comment
    Jason Fox commented  · 

    I was on a call with Xero about this. Being able to filter insights my groups you've set could be very beneficial

    Jason Fox supported this idea  ·