For example, I want to show a P&L with the current quarter and the previous year end. It would be great if we could have a new management report that looks as presentable as the old report but with the ability to customize. Give the template a name, then simply choose the standard reports you want to include as part of the pack – balance sheet, P&L and cash flow statements are all available. To set up a template, click ‘Reports’ in Xero and then click ‘New Template’. I also find Xero management reporting to be disappointing so would like to consider an alternative. I have to agree with comments someone else here has made about the aged debtors and creditors reports and the VAT report. I’m relatively new to Xero, having more or less transferred all of my existing clients over now. Looking to consolidate data from multiple companies in Xero? Want to create great looking reports for your stakeholders? Personally I’ve found the reports OK and don’t have any great issues as such with them. Once that’s done, your reports are available to run any time, with data automatically kept in sync. Gdpr Compliance: How Data Analytics Can Help.
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