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How do I create visual graph and reports in Xero?

Hi all,

I am a business owner and a new user of Xero.

I like to see the performance of my business visually, so I like to view my financial data in graphs such as line graphs, bar graphs and pie charts.

However, I do not see these report options in Xero. Does anyone have any recommendations? I did notice there were some paid add-on services which imports the data but has anyone found any solutions that do not require additional costs?

Many thanks,

Jon

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Permalink Reply by Adrian Pearson on January 19, 2013 at 14:25

Hi Jon

Take a look at Spotlight Reporting http://www.spotlightreporting.com/

Regards

Adrian

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Permalink Reply by David Watson on January 30, 2013 at 7:26

Hi Jon,

For a great range of visualisations you may wish to check out Fathom (http://www.fathomhq.com/xero).
These visualisations assist you to assess the profitability, cash flow & growth of your business.
In addition, Fathom includes a range of scorecard visuals which help track the performance of your KPIs.

+ many other visuals.

Kind Regards
David Watson

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Permalink Reply by Jon on January 30, 2013 at 8:17

Thanks David,

1. We have multiple business divisions under 1 company account. We are currently using the "tracking" feature to separate the associated income and expense entries.

Will Fathom be able generate visual reports that can display the performance of these two business divisions separately?

2. Also, will it be able to acccess personal accounts as well?

Thanks,

Jon