Xero Reporting
The most powerful and flexible reporting and dashboarding tool gives you complete access to your accounting data, for you to use however you want.
How it Works
The Toolkit will generate a template in any spreadsheet, allowing you to download P&L or Balance Sheet data from Xero, with filters built-in. We’ve fixed common issues with Xero reporting, like periods limits or the backwards columns!
Once downloaded, you can, pivot, SUMIF, or link this data to whatever other format you like to create management reporting or dashboards. Reports can be updated by anyone on your team in seconds every time new accounting data becomes available.
Using this Tool
These reports are download-only, but they can be updated at any time. You can have multiple reports in the same document and update them all simultaneously. Use these as the basis of detailed reporting packages that can be formatted however your clients, investors, or leaders choose.
Ideas & Suggestions
Settings (such as which timeframe you run a report for) are cells, and can be updated using formulas. Try using the TODAY() formula to create a report that runs year-to-date whenever you hit the update button, without requiring additional data entry.