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Reporting – it just keeps getting better!

Posted 5 years ago in Product by
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Wouldn’t it be great if you no longer had to change the date every time you run a report? Well, I have good news for you.

With our latest release, we have enhanced the date picker to include dates that update themselves as at today’s date. So now you can run your regular reports and get a daily snapshot of where your business is at for the period to date, without having to make any changes.

It’s almost magic!

With the recent enhancement to our new reports, you now have the ability to set periods to be ‘Year to Date’, ‘Quarter to Date’ or ‘Month to Date’. This means you can focus your attention right down to a daily view, to keep on top of your finances.

The enhancements to the common date picker will allow you to run the same report each month without having to change the date, as it automagically rolls the set period forward into the current period. I.e. (Month To Date, Year To Date, Quarter To Date).

Once you are happy with your report, simply save it as a custom report and access it from the Custom Report tab in the report centre in future.

Add this to the huge array of enhancements we have made over the past year, and we have a pretty amazing, and seriously powerful suite of reports. These enhancements include:

  • Edit & Customise layouts
  • Drag & Drop functionality
  • Formula options across the page for any rows
  • Custom Reports for quick retrieval
  • Beautiful new Report Centre
  • Track different areas of your business with Tracking
  • New Contact Reports

Reporting Tips

Xero’s new reports are so flexible, I believe you can get almost any report you want out of Xero. You just need to be willing to try new ways of working. Try these tips below to enhance the way you work.

1. The Account Transactions Report is one of my favourite reports. For those of you used to using traditional software, you might have known this as the General Ledger Transaction Report or GL detail report.

2. Using Report Settings in the top right provides a huge range of extra options including:

    • Report on Cash or Accrual, great for Agriculture based businesses
    • Group by Account or Account Code, Date, Tracking Category or none if you just want a list of transactions
    • Choose what columns you want to see
    • You can choose to filter by your report by almost anything
    • Show Opening & Closing Balances

3. Reorder the columns by simply dragging and dropping them into place.

4. Once you are happy with the layout, save this report as a Custom Report so you can quickly access this and you can even make this your default view, so every time you run that specific report from the Report Centre, you see your custom made report.

5. Favourite the report using the little star, and you don’t even have to go into the Report Centre. It will be showing under the Report Tab as below.

For more on Xero’s reports, check out the Help Centre.

8 comments

Julie
March 21, 2017 at 8.35 pm

Xero – please take note… it would improve the Account Transactions report substantially if we could order the report by Account Code AND include the Account name in the header of each account listed..

I doubt that anyone wants a Account Transactions report listed alphabetically with all the Income, Expense, Asset and Liability accounts mixed up together with no clear idea what type of account it is.

It would also be an improvement if the drop down list selecting the accounts for the report had more screen room.

Ive also suggested this in the community and have other likeminded people agreeing with the idea..

Christian Newman
April 3, 2017 at 1.15 pm

Thanks Julie – this is great feedback and I have passed this on to our Reporting team. They are looking at the Account Transactions report to see what they can do to improve it. Thanks for taking time to let us know your thoughts and for adding to our community. We really appreciate it.

Mark Lawton
March 22, 2017 at 8.16 am

Thanks Xero team, this is a great addition, Well done for listening 🙂

Paul Murray
March 29, 2017 at 6.34 pm

Account transactions is my favourite… but it will be perfect when we have it sorting by account code with the account name next to it and a running balance down the right side for each account.

Margaret Haines
March 29, 2017 at 7.55 pm

I usually run the Account Transaction report by Account code but like Julie would like to see the Account name in the header for each account next to the number.

And although this blog says that the opening and closing balances can be shown – this is ONLY when the report is run in Account Name order. Hoping this’ll get addressed sometime soon.

Esther
March 30, 2017 at 9.59 pm

A great improvement, thank you. As a practice will it be possible to create a custom template report and copy it to all organisations under our subscription?

Christian Newman
April 3, 2017 at 1.13 pm

Hello Esther,

In your Partner Edition, you have the ability to create customised Report Templates and pull them in to any of your clients organisations. Check out the Help Centre to work through setting these up – https://help.xero.com/nz/ReportTemplatesGetStarted

Karen Upcraft
April 16, 2017 at 5.19 am

This is an excellent improvement to the General Ledger Transaction report that didn’t have opening and closing balances for balance sheet accounts and wasn’t nearly as flexible in it’s reporting functionality. My one criticism to the new Account transaction report ( and I would agree with Julie on this one) is that it would be much better to have account code next to account name.

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