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Our latest enhancements to new reports

Posted 3 months ago in Product by Tory Anderson
Posted by Tory Anderson

Last updated: 18 October 2021

At Xero, we know you need detailed, accurate and easy-to-understand reports to help your business or practice thrive. That’s why we’re continuing to enhance our new reports, with features that give you a trusted and insightful view of your business performance. Here are three of our latest enhancements — including one of our most popular feature requests.

Tailor your Account Transactions report

The Account Transactions report is one of our top three most-used reports. Not only does it show you exactly what’s coming in and out of your accounts, but it can also show how transactions have been recorded in Xero. You can use the Account Transactions report to find coding errors and validate figures in both the Profit and Loss and Balance Sheet reports.

We’ve introduced changes to give you more flexibility in how you use Account Transactions reports. These changes will help you save time, by allowing you to tailor the report to your needs, without the need to pull data from a number of different sources and spend time organising it the way you like. You’ll be able to:

  • exclude accounts that have been archived from the Accounts dropdown menu
  • show opening balances on Profit and Loss (Revenue and Expenses) accounts
  • sort by account code without losing your opening balances
  • show accounts with no transactions in the period (accounts with an opening balance, those with a zero balance, or both)

Add Total and YTD columns in your Profit and Loss report

This week, we’ll start rolling out changes that allow you to add ‘Total’ and ‘Year to Date’ columns from the ‘More’ button in your Profit and Loss report. These will show you an overview of these periods in your report, without the need to build the formula manually in the layout editor. Once checked, they’ll stay in your comparison column and will be updated to reflect any future changes to the report.

We’re further enhancing your reports in general, by rolling out an ‘insert content’ menu button to all reports in report view, so you can quickly add text blocks and footers without needing to open the layout editor.

We know these are all features you love in the older version of our reports, so we’re pleased to be able to introduce them in new reports.

Improvements to report styling for practice users

If you’re a practice user, you can now use our new report styles feature in Xero HQ to change the layout of your PDF reports. This feature gives you the ability to increase the font size of text blocks, tables, grids, schedules and report rows.

You can also add a watermark to exported draft and published reports — choose from a preset watermark, or create your own.

These new releases reflect our ongoing investment in new reports, to give you better visibility of your business or practice and help you make more informed decisions. We’ll be sharing even more improvements in the months ahead, so if you haven’t tried using our new reports, we encourage you to have a go and let us know what you think.

7 comments

Donnie Buchanan
September 15, 2021 at 3.30 pm

These look really good, they will be valuable

Toby Brookes
September 16, 2021 at 9.53 am

If you added the use of shift to select a large range of accounts using Reports-Account Transactions-new, it would save users a lot of time, rather than clicking on every GL ac.

Beeny Atherton in reply to Toby Brookes Xero
September 16, 2021 at 11.39 am

Hi Toby, thanks so much for your suggestion. I have passed it on to our Product Team.

Damien Chester
October 21, 2021 at 5.10 pm

Hmmm. I’m waiting on the basics like being able to run 1 report at different levels of detail & sharing reports across organisations. MYOB has these functions… Coming soon to Xero?

Xero in reply to Damien Chester Xero
November 15, 2021 at 2.56 pm

Hi Damien, we will be sharing further updates on the exciting new features and additional value that we are packing into our new reports over the coming months. Please watch this space. Thanks for your comment!

Hilary Chesworth
November 18, 2021 at 1.02 pm

I’d like to run Profit and Loss comparing tracking categories, without seeing the categories that I have archived. The new P&L filters out those I don’t want, but only gives me the total of those I do want

Xero in reply to Hilary Chesworth Xero
November 18, 2021 at 5.02 pm

Hi Hilary – thanks so much for your comment, which has been shared with the team.

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