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Improvements to Xero Practice Manager: Report builder and navigation

Posted 3 months ago in Advisors by Mandy Neal
Posted by Mandy Neal

We’re always working to improve Xero Practice Manager (XPM) so accountants and bookkeepers can find what they need quickly in order to work more efficiently. These latest enhancements will help with speed and accessibility.

New search and filtering capability for custom reports in report builder

The report builder is one of the most used areas in XPM. However, partners have told us that custom reports are hard to manage and they needed more options to find, filter and organise these reports.

We’ve listened and have added brand new capabilities that remove the ‘hard to find’ hassles partners were dealing with. Now it is much easier to find custom reports because the search bar is right at the top of the report list. You can also filter by report type, who created the report, the date it was created or used, and who it’s assigned to. 

It’s also simple to remove reports that haven’t been used for a long time and bulk delete any duplicates. Sample reports are now grouped together so it’s easier to find the one you want.

Another feature to help speed things up is the ability to add or remove multiple staff from one or more reports at the same time. It helps you keep track of who has access to which reports, and you can easily add new staff or remove those who don’t work with you anymore.

Everyone who uses XPM will see these new custom report features gradually rolled out from today, 15 July 2020.

New XPM navigation aligns with Xero for better consistency and accessibility

From today, you can also see that the XPM navigation has changed. This is another improvement to bring Xero practice tools closer together so they’re easier for you to use. 

The colour of the navigation bar is now more accessible to all people and it sits in line with blue Xero’s nav. So when you switch from Xero HQ to XPM and back, it’ll be quicker to find what you need. This same change is happening in green My Xero.

Please see this Xero Central article if you would like to find out more.

7 comments

Jacinta
July 15, 2020 at 11.31 am

Have you extended the fields on which we can report? I find the reporting function to be very limited due to the lack of fields we can chose from?

Joanne Tait in reply to Jacinta Xero
July 15, 2020 at 12.17 pm

Hi Jacinta, thanks for your question. The short answer is that no, we haven’t extended the fields on which you can report. Our current focus is on improving the management of custom reports. Please feel free to get in touch with our support team via Xero Central if you’d like any more information or to give feedback about this.

Thanks, Joanne.

Helen Dyer
July 17, 2020 at 2.54 pm

Has this gone live yet? At this stage (17/7/20) we can’t see any changes to our report builder.
Is there something we need to update in our settings to ensure we see the upgrades?

Beeny Atherton in reply to Helen Dyer Xero
July 21, 2020 at 3.45 pm

Hi Helen, thanks for your comment – the improvements to XPM is being gradually rolled out to all of our practices globally. Watch this space – it’s on its way!

Andrew Phillips
July 22, 2020 at 2.19 am

Hi, I still can’t see any of these report improvements on my XPM – when am I likely to see them and over what time are you gradually rolling it out – thanks

Beeny Atherton in reply to Andrew Phillips Xero
July 22, 2020 at 12.54 pm

Hi Andrew, our team are still working on rolling it out and I will let you know once the roll out is complete.

Beeny Atherton in reply to Andrew Phillips Xero
July 28, 2020 at 2.04 pm

Hi Andrew, as promised – I would like to confirm that these improvements have now been fully rolled out.

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