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Graphs for reports

Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !

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Suveera Pillay shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Is there a specific report or reports you'd like to do this with, Suveera. 

Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers. 

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  • Bryn Parrott commented  ·   ·  Report

    There are a bunch of graphs that are already available in Xero for specific metrics. But they are not editable, and the custom reporting feature does not include graphs either. I'm presently making a report that I want to view myself using a graph, so I support this development. But it will need to have a few other things added to make it truly useful
    In my own case I want to produce a monthly summary of Invoices Paid.
    This will allow time-correlation of external factors, such as regional and world economic events, advertising campaigns and the like.

    I need the number of Invoices and the Invoice Date broken into Months/Years. So, a COUNT of invoices, and a breakdown of a selected DATE into DAY, MONTH, Year < mathematical oerations of existing data. Others may think of other fields that need this kind of treatment.

  • Marta MacFarlane commented  ·   ·  Report

    I agree, I think being able to produce a graph report would be helpful to see changes in figures much quicker than studying figures.

  • T3 Partners commented  ·   ·  Report

    My clients would like to access a sales graph that is laid out similar to the Intuit QBO Sales Graph (line graph that can disply rolling monthly totals for the last 12 months).

  • Jan Myers commented  ·   ·  Report

    I have learned that most of my clients do not actually read the monthly/quarterly reports I prepare using Xero. They prefer just looking at the simple graphs I create in excel and include in the financials package to summarize the information. They will look at the Xero reports if they see something of concern/interest from the graph and want more specifics. They especially like the graphs I snip from Xero's bank account page.

  • Dina Naran commented  ·   ·  Report

    the Xero analytics can not be customised to add into a reporting pack, I think if this could have the feature to edit the layout that would be awesome. Would like it in the standard subscription not just advisers

  • Chester Holt-Quick commented  ·   ·  Report

    Agree. I think in general it would be nice to see more graph-based reports in Xero.

    One example in particular would be to a multiline graph/trendline of tracked category profit/loss over time.

    Another example would be the same but being able to isolated a particular account/accounts.