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Xero Business Community

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Report Packs

Started by Aled Parsons in Feature Requests | Idea

I would like to see more of the standard Xero reports being available from a "report pack" perspective.

As in, When a job starts I'd like to be able to get a number of reports from Xero very quickly (BS, PL, Wages, GST rec) etc.

The best way for this would be (in the create report template) allowing the user to add more of the standard reports available from day to day xero usage as reports usable in the report packs.

You're not even able to use "all transactions" and filter certain reports.

Thanks.
Keen to get more understanding around your request here, Aled.
Are you currently using report templates to run the report of your choice? and you want this report to appear under the Report Packs once you've saved it for your daily use?
 

Dana A (Community Manager)