Settings and activity
3 results found
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39 votes
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!
Lucy Burton
supported this idea
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1 vote
Thanks for raising this with us here, Lucy. While there isn't a current report that'l accommodate your needs here this is something we can consider as a future enhancement to help with practice visibility of client subscriptions.
We're keeping an eye on the support for this so be sure to share with any colleagues that'd find this helpful. I'll be sure to update if there any report or visibility of this nature planned.
Lucy Burton
shared this idea
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31 votes
Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
Lucy Burton
supported this idea
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