Xero Cloud Accounting Customisable Reports

25 October 2018

With so many of our clients now maintaining their records on Xero, and more migrations happening just this week, one area I have found particularly useful is the customisable reports.

The report editing function in Xero makes it quick and easy to design bespoke reports. This is in contrast to other cloud accounting software packages where designing reports for your business can be complicated and time-consuming. 

How has it benefited our clients?

A client with a large property portfolio and another with multiple retail outlets are both benefitting from the reports, which can be filtered by tracking (as explained in our tracking article) to show figures per individual property and per shop. 

Both clients have been very impressed by the fact that they can “Xero” in, in real time, on what they need to know about their business.

It is also simple to bespoke reports by adding logos, relevant ratios, commentary and more to the standard reports e.g. a Profit and Loss Account report -  Just enter the ‘Layout Editor’ by clicking the button on the bottom left of the report. 

How do I build customisable reports?

Add a text box using the T Icon for Xero Cloud Accounting Software Ellacotts icon from the menu to include questions or commentary on the latest figures or add a row using the Xero Cloud Accounting Software Ellacotts Banbury Kettering and London icon to include a ratio that is of interest with the advanced formula function. 

Schedules can also be added with just a few clicks to show a more detailed breakdown of grouped figures within the report, whilst keeping the report itself clean and easy to read. 

By clicking ‘Save As’ and selecting ‘Custom’ the new report can be saved to the Reports menu for future use. 

Want to know more about Xero?

At Ellacotts we are Xero Platinum Partners and have dedicated cloud accounting specialists who can help you switch to Xero with ease. For more information about Xero or its customisable reports, please contact Jasmin Shackleton on 01295 250401 or email jshackleton@ellacotts.co.uk. 

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Xero Cloud Accounting Software Platinum Partner Ellacotts Banbury Kettering and London