Report Packs update – custom Report Fields

Report Packs make the task of preparing financial and management reports for clients much more efficient. They let accountants and bookkeepers create reporting templates that can be populated with real-time client data from the single ledger.

Report Fields are a key part of Report Packs, and our Development team have managed to launch a major Report Fields update off the back of the big release on Monday: custom Report Fields.

Custom Report Fields let you insert placeholders that are automatically replaced with data when the report is run – like a mail merge. This latest release means you can now create your own fields to be populated with any data you want.

Practice Fields, such as your firm’s address, can be instantly applied to any report.

Client Fields are specific to a particular client, like their banker’s name. So once the field is setup at a practice level, the banker’s details can then be entered on the client side.

We’re continuing to make progress on Report Packs as Australia prepares to be the next cab off the rank in time for FY12 reporting. Report Fields will be available when we release Report Packs in each region.

If you’re a Partner in New Zealand you can find out all about Report Packs by registering for our Report Writing training course here.

9 Comments

Guy Pearson
May 17, 2012 at 11:30 am

@Richard – thanks for the update good sir.

We’re looking forward to seeing the report packs in business before 30 June, 2012 (hopefully).

Melissa
May 17, 2012 at 1:04 pm

Great idea! *waits patiently*

Michael Schlederer
May 17, 2012 at 4:29 pm

Can’t come soon enough!

Mike Block CPA
May 18, 2012 at 2:50 am

FANTASTIC!!

Mike Block CPA
May 18, 2012 at 3:44 am

I am very glad that Xero gave us these fantastic custom placeholders for mail merge reports. We also need this type of capability for our initial client invites (not to mention removing the 2,500 character invite length limit) and for editable Xero Partner profiles (with html links). A similar capability should let us create web page and private classified client lists, with links to client websites, from My Xero client data. It also should let us set up websites for clients who do not have them, with reciprocal links. There also should be global Xero Contacts, with EDI links, plus global Bank Rules, which we can selectively copy to clients. Naturally, I want all this yesterday, though Xero already gives us far more than anyone else, at any price.

Richard Phillips
May 18, 2012 at 9:24 am

@Mike Block – some great ideas in there. On the partner profile front, we’re launching a solution soon that will give you a banner at the top of any page on Xero (before the login) with the call to action back to you. It’s in the final stages of testing so expect to hear something soon. There are still some features we want to get out the door to complete the horizontal accounting requirements but we’ll continue to work hard on other features outside of this in tandem.

Jonathan Fryer
May 19, 2012 at 4:27 pm

Looks great. When can we expect reporting packs for Global partners?

Gayle Buchanan
May 21, 2012 at 12:36 pm

wahooo – awesome stuff … latest updates are super cool … thanks heaps

Richard Phillips
May 21, 2012 at 4:02 pm

@Jonathan we’re working through the Report Codes layer for global at the moment. The thinking currently is we would base them on management reports but this may change. Once Report Codes are in place then Report Packs will be all yours – no hard dates though sorry.

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