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  1. Graphs for reports

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    3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  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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    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.

    Jan Myers supported this idea  ·