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.
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.
Keep track of progress
Quickly prepare a detailed budget or import an existing one, and compare performance against actual or selected periods.
Compare anything
Formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.
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 financial 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.
