Moving to new Xero Reports
Xero is retiring older versions of their reports in July
Xero will be transitioning some favourite ‘starred’ reports from the old version to the new version.
When users click on these reports in their favourites list, they will be automatically redirected to the new version of that report. This change is being made because Xero is retiring older versions of their reports on 31 July 2023 and they want to ensure that Xero users are prepared.
The new versions offer more flexibility and customisation, quicker access to insights and deeper analysis of business performance. Xero is aware that this change may take some time to get used to and is giving users plenty of time to make the switch.
Using new Xero Reports
Xero is urging users who haven’t yet switched to new reports to start moving their work across now. This way, there is time to adjust before older versions are retired:
- Users can take a product tour of some of Xero’s most popular reports, such as the new Profit & Loss or Balance Sheet reports, and find a tips and tricks panel on the right-hand side showing links to support articles and how-to videos
- Check out Xero’s reporting playlist on YouTube for help tailoring reports in Xero
- Start using Xero’s layout importer tool in the Profit & Loss, Balance Sheet and Budget Variance reports to bring saved layouts across to new versions
- If needed, users can return to the older versions via the overflow menu in the Report Centre until 31 July 2023.
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