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Xero Analytics | Reports - Customised by variable accounting periods

Create Syft Analytical reports & Dashboard customised by accounting periods. Our company doesn't follow Calendar months- so it will be good to compare and analyse reports based on our accounting periods and not calendar.

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Suzane Takieddine shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, there is now the ability to generate dashboards for the current financial year, within Xero Analytics. Within Xero, you can now access this from the Reports Menu within the Analytics section.

Select a "Monthly (financial year to date)" option from the date selector. This will show your totals and the number of months per graph, according to your financial year.

Worth noting that this capability is also available within Syft as a standalone product.

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  • Jenny Ung commented  ·   ·  Report

    I second this suggestion. Having the flexibility to customize the accounting period would allow us to have far more flexibility in financial analysis. I would love to see that enhancement take place.

  • Hattie Lines commented  ·   ·  Report

    While i was excited to see the new syft reporting feature it was short lived as there is currently no option to run the dashboards based on an accounting period for the current financial year.
    Surely this is basic common requirement for any accountant ? Please support otherwise i will have to continue to create management reports outside of xero