Futrli Ideas Portal

I have had a request from a client to be able to download the customer and supplier report to excel

Currently you can duplicate a report item (widget/ table) but if you want to copy one from page 2 to page 6 you need to duplicate and drag - this is difficult as the item won't move if there isn't the right sized space on the right page.

All of my clients find it odd that the detail is shown below the total rather than above. I know this was the same in Adviser, but it would be nice to fix this.

Can you provide the ability to edit existing groups? It happens regularly that a new chart may be added in Xero that I would like to add to an existing group, and sometimes you'd just need to edit groups to resort them. It would also be good if yo...

Good to use last year/last month etc references. Very useful in advisor

Maybe just showing the currency once in the report somewhere if needed? It looks a little messy and makes it hard to read.

It would be great if AI could be brought into the reporting area, providing AI generated summaries and action points to go into the reports.

Are you able to add these graph options in Reporting?

I would like to create a report showing actuals and forecast for the whole year and only include actuals up tp the end of the last period (eg reconciled data) not current period data - which is incomplete most of the time.

The @report_Date placeholder is great but I would like the option to just have date, not time as well.