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  1. Reports - Ability to include any reports into the Management Report pack

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

    Hi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.

    I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.

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    Pieter Breugem commented  · 

    Hi Anis

    Thank you for updating the idea's status to Gaining Support. We need the flexibility to compile a report pack that includes any of the reports we can download individually from Xero.

    The ability to group reports based on unique business reporting needs is essential, as these requirements vary widely. If a report is available for individual download, it should also be possible to include it in a report pack.

    Restricting the report pack to only certain reports, while excluding others, would render the feature pointless.

    Pieter Breugem supported this idea  · 
    Pieter Breugem shared this idea  ·