Xero is embarking on an important change that will shape how you use the reporting function on their platform. This change involves transitioning from the old version reports to a new, improved format. In this blog post, we will delve into the reasons behind Xero’s decision, how users can identify their report version, and the necessary steps to smoothly navigate through this transition.
The original platform and technology that supported the old reports have evolved significantly since Xero’s inception. As a result, maintaining these outdated reports consumes valuable time and resources. Xero now aims to redirect these resources towards developing a future-focused platform rather than maintaining the past.
Xero has gradually moved the old reports into the background during previous product updates. As a result, when accessing the reports section, you may not see many of the retired reports unless you are still actively using them. However, Xero ensures easy identification of retiring reports within the reports section by clearly tagging them. Additionally, reports accessed through favourites or other methods will be marked at the top of the page with a link to the new version.
5 Steps for a Smooth Transition
To assist users with the transition, Xero has provided detailed guidance, which can be found here.
Let’s explore the key highlights and tips to ensure a seamless switch:
- 1. Set aside time for the switch:
Allocate dedicated time to create new reports and incorporate them into your existing routines. Although the process is expected to be relatively straightforward, scheduling time for the transition allows for any unexpected hiccups that may arise. - 2. Review and prioritise reports:
With extended usage of Xero, it’s likely that you have accumulated numerous reports that are no longer in use. This transition presents an excellent opportunity to perform a housecleaning exercise. Take the time to identify and prioritise the reports that are most relevant to your business needs. - 3. Utilise the import tool:
Xero has introduced an import tool to simplify the switch. This tool allows you to convert the templates used in the old reports into the new format. While it may not cover all reports and still requires careful checking, it can save time during the conversion process. - 4. Run old and new reports side by side:
Once you have built the new reports, it is crucial to compare them with the old versions. This step ensures that nothing is missing or requires adjustments. Taking advantage of the availability of the old reports allows for a thorough review before their eventual retirement. - 5. Update your bookmarks:
As you set up your new reports, remember to remove the star or bookmark from the old reports and transfer it over to the new ones. This simple step will ensure easy access to all your reports with just a click.
Xero’s transition from old reports to the new format signifies a commitment to innovation and efficiency. By streamlining their resources, Xero aims to provide users with an enhanced reporting experience. To smoothly navigate this change, allocate time for the transition, review your reports, utilise the import tool, compare old and new reports, and update your bookmarks. Embrace this opportunity to align your reporting practices with Xero’s vision for the future.
If you need help with your Xero report transition, get in touch with us here.