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  1. Homepage - Widget for accessing custom reports

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    9 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the extra details shared by everyone here.

    We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.

    Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.

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    Tim Herbert commented  · 

    The old tax and reporting widget was top of screen in my old homepage. Had links to GST return, P&L and Balance Sheet and was a big time saver (not having to dive into menus etc). Removing this and making the other widgets (bank accounts, meaningless P&L graphs) way too big makes the new layout borderline unusable for me. Current customization is not helpful.