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  1. Dashboard - Quick Access Widget for Favourite Reports

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    1 comment  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.

    Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.

    For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.

    This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.

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    Raymond Harris commented  · 

    I would like a "favorites bar", just above "Business Overview" on the homepage for shortcuts like the google browsers have for items like VAT201 report, manual journals, balance sheet ect. Easy access rather that going via drop down menus.

    Raymond Harris supported this idea  ·