Last week we launched some great new reporting features with the new layout editor and the new report center.
We’ve had a great response to the changes and there is more coming! Here’s just some of the feedback:
Sometimes it’s the little things that make all difference and the new report center brings all of Xero’s reports, both old and new, into one place. And we’ve added some great new functionality that we think you’ll love – especially the ways you can very easily tailor a report to suit your specific needs. Let’s take a deeper look at this new functionality.
The new report center brings everything together
When you go to the Reports menu in Xero and click All Reports, you’re taken to the new report center. Everything you need is right there. Gone is the New Reports link.
Browse all reports organized in logical groups
Reports are now grouped into new categories that make it easier to find what you’re looking for. Just click the three dots to expand a group and see more reports.
You can still use the star icon to favorite any report (new or old) so those reports always display at the top of that group and in the Reports menu.
Quickly find reports with the new search function
Better yet, we’ve introduced a new search function so that you can quickly find the report you need. This screenshot shows the results when you search for “Rec”.
New and re-imagined reports
You’ll also find many more new or re-imagined reports – just expand each report group to see them.
Over time, we‘ll be replacing the old style reports with ones that incorporate the new and improved features.
Export, publish and delete from the report center
And there’s more. You can now directly export, publish and delete from the report center, saving you clicking into a report to perform only one action.
Xero’s default report layouts are great – but sometimes you need to tailor them to your specific needs. Now after editing the layout and settings of any new report, you can save the layout to use again with one click. Simply click Save as Custom.
The new Custom tab appears as part of the new report center – ready to be used whenever you need it.
You can go one step further and make your custom report the default layout in Xero by clicking Make default.
So whenever anyone in an organisation goes into All Reports (which displays the Summary tab of the report center and loads a default report such as Balance Sheet, it’s based on your custom settings for that report. Wahoo! Now everyone in your organisation has access to the same report every time.
What’s coming up
There are some great improvements in the pipeline including:
- even more new reports,
- for accountants and bookkeepers in the US, report templates to allow you to easily create standard reports for clients.
Please let us know your thoughts and comments below!
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