Provide api functions to generate reports.
I find the reports available in xero very minimal, especially compared to those my accountant are used to from Simply Accounting. Consequently, I wish there were an API I could use to generate my own reports rather than hope that the xero team will implement the exact report that my accountant is requesting.
jytd
shared this idea
Since this request has been opened a lot of extra functionality has been provided, including reports by tracking for P&L and balance sheet: http://developer.xero.com/documentation/api/reports/
There are still a number of features we could improve on, and a number of these exist as distinct feature requests in this forum. We suggest adding your votes to those requests so we can close out this generic feature request which is difficult to define/act on.
-
Scott Barber
commented
Hi Ronan,
The Reports API is good, but I suspect it's missing some features that would make it fantastic!
Some examples of things that would be great:
* Enhance the ProfitAndLoss report to include the ability to replicate features in the Application. e.g. the ability to run a multi-period profit and loss with a comparison, YTD etc. Basically the bulk of the functionality available through the web interface. Including the "compare to" functionality.* As Mick mentioned, more ability to extract tracking category information: Balance Sheet or Trial Balance filtered by trackingOptionID.
* General Ledger and Account transaction detail - interrogating the /Journals endpoint isn't very efficient.
I suppose I am tackling this request from the point of view of an in house development for an accounting firm's perspective.
We would love to get more efficient and extend our custom applications to interrogate our client's Xero files and streamline our internal processes.
-
Mick Devine commented
What is there is great - add some Tracking Category reports and I'd be happy - ideally a Trial Balance by Tracking Category if that's possible