After signing up you will be asked to connect to Xero. Once connected you will land in the report hub.
From this page you can add additional company’s, view settings and create your first report.
How do I create a new report?
Creating a report is really simple. You can either start a report from scratch or use on of our templates. Watch the video on our home page.
There are 3 simple steps: On the top of the page you will see a drop down of company’s and periods.
- Select your company
- Select accounting period
- Choose the report type (we call these ‘components’ from the left and drag or double click and the information will appear on the page.
- Edit the report to choose columns/periods and to customise the rows.
Note financial reports initially show a summarised version. To show a detailed version click on the ‘appearance’ menu and untick summarised view.
The default data will show the current month and prior month. You can then customise the report to add unlimited columns.
Column data include actual and budget data for the various financial periods as well as totals and variances. Columns can be deleted or re-positioned.
Variances can be formatted as a figure, a % and colour coded arrows.
All components can be re-positioned by the drag icon on the top left of a component and can also edited or deleted at any time
Reports contain pages which appear on the right of the screen. They can be dragged to re-order your report.
Once your report has been created you can click on the icon in the top left hand corner which will take you to the report hub. Your report will initially have a status of ‘In Progress’
You can then run a report for a different period and or a different company.
If you are having any issues, please chat to us via our chat bubble or you can also book in a one to one demo by clicking the link on the chat bubble.