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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | KPI Dashboard- Build report for a custom period

KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD

WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO

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Nadia van der Merwe shared this idea  ·   ·  Report…  ·  Admin →
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  • Ettiene Rossouw commented  ·   ·  Report

    The KPI dashboard is critical in reviewing the performance of management. Without this dashboard (including functionality to pull different dates) it limits the use of it in accessing management at a later stage.