At Xero, our goal is to provide small businesses and advisors with reports that are easy to use and flexible. From today, we’ve added report filters to many of the reports in Xero, giving you even more flexibility over how you use your reports to focus on the information that matters.
Report filters are like a Swiss army knife, you can use them in so many different ways.
We know many advisors and business owners like the flexibility that spreadsheets provide. In particular the ability to sort and filter items to help get down to the detail to help clients and run their own businesses. Now we’re bringing the functionality to your fingertips right within Xero and without the need to export and manipulate elsewhere.
Here’s a quick overview of how Report Filters can be used. First, the basics. Filters refine report data so you can focus on a specific area — that is, filters cut out what you don’t need.
‘Group by’ determines how all the data in your report is ordered, that is, it sorts your data.
You can use a combination of ‘Group by’ and filters to create targeted, customized reports.
How small business owners can use filters
Filters are great for small business owners who need to monitor and focus on specific areas in their growing business.
Aged Receivables Detail report
You can use filters to help with targeted debtor collection. You can break down your outstanding debtors into workable chunks.
Filter by contact group
Filter by contact group so you can break down your debtors and focus on debtor collection for just one of your contact groups.
Filter by Seen
Chase your customers that you know have opened their online invoices but haven’t yet paid you. Alternatively, follow up with customers who haven’t seen their invoices yet — contact them to make sure they’ve received them.
Receivable Invoice Detail report
Filter by contact
Great for showing the detailed sales history for a specific contact over a set period of time. You can see descriptions of past work performed to give you a customer’s complete history at a glance.
Inventory Item Details report
Filter by contact
This will show what a specific customer has bought from you over a set period of time.
Filter by item name
This will show which customers have bought a specific item from your inventory listing. Great for identifying repeat customers if you have excess stock you would like sell quickly.
How advisors can use Report Filters
Account Transactions report
This is where accountants can create customized reports for a multitude of needs. Filters can eliminate the need to export transactions to spreadsheets for further manipulation.
For example you can:
- Filter by ‘Net’ to remove transactions that fall below materiality thresholds. For example, filter out transactions below $500.
- Filter by ‘Source’ to create a report that lists just a certain type of transaction. For example, you can filter just Receive Money transactions to help identify payments that mistakenly weren’t applied to an invoice.
- Filter by ‘Tax Rate’ to create a report that lists transactions of a certain tax type.
- Filter by ‘Debit’ or ‘Credit’ to create reports that help detect coding errors which could then be resolved using Find & Recode.
Whether you’re a small business or an advisor, use Report Filters to get more power and flexibility with your reporting: easily get the information that matters to you.