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 !
Suveera Pillay
shared this idea
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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T3 Partners
commented
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).
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Jan Myers
commented
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.
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Dina Naran
commented
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
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Chester Holt-Quick
commented
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.