Tailor smart financial reports and budgets to suit your business

Get reports when you need them

View and share over 40 interactive reports and budgets in real time – no waiting for month end to see how your business is performing.

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Customise to suit your business

Use custom columns, formulas, text blocks and drag-and-drop accounts to easily edit and change your reports to how you want them look.

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Keep track of progress

Quickly prepare a detailed budget or import an existing one, and compare performance against actual or selected periods.

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Compare anything

Formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.

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See how other businesses use Xero reports

Watch Shoreditch Grind’s story

Know your numbers with Xero reports

Performance tracking

Track how specific areas of your business are performing. You decide what to track – it could be departments, regions, rental properties or sales staff.

Lock dates for end of periods

You can use lock dates to close off your accounts at the end of reporting periods such as tax time and the end of fiscal year.

Export reports and budgets

You can export reports as a PDF, or export data to a spreadsheet with the formatting and formulas kept intact.


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