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  1. XPH - Add interactivity and Partner/Manager filters to Activity Statements widget

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    6 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, it’s helpful to hear that the Activity Statements widget could do more to support quick oversight. Being able to filter by Partner or Manager and click through to those filtered views sounds like it would make it much easier to stay on top of workloads and keep deadlines visible across the practice.

    For now, a good option is to run the full Activity Statement report and use the filters there to drill into specific staff portfolios.

    I’ve moved this idea to Gaining Support so we can keep track of interest and help our product teams see the value of adding more interactivity and staff-level filtering here.

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    Steven Lynch commented  · 

    Can the lodgment statistics be calculated only off MY CLIENTS that i am the designated partner in XPM setup? We are 3 partner firm and this owuld be good data for me managing my lodgments

    Steven Lynch supported this idea  ·