Talk to our Xero Reporting experts
-
Xero Reporting
Learn the fundamentals of Xero reporting
-
Xero Data Imports & Exports
Learn more about handling Xero data seamlessly
-
Free Xero Dashboard Templates
Free Xero dashboards you can power with live data in one click
-
Xero Tools & Integrations
Upgrade your Xero stack with the latest and most productive tools and add-ons
10x your Xero Reporting Skills with Coefficient
Automate
Xero Reporting Effortlessly
Learn how Mutiny’s Finance & Business Team saved hours using Coefficient for automated reporting
Read Case Study
Marketplace
Google Marketplace & Microsoft AppSource
-
“Coefficient automated all my data pulls from accounting tools.”
– Christian Budnik
-
“Impactful to blend live data with forecasts for a real-time view in spreadsheet.”
– Laurie Josephson
-
“Our financial and budget reports are now so easy! Coefficient literally saves us hours each week.”
– Brock Holliman
Frequently Asked Questions
-
How do I run a report in Xero?
To run a report in Xero, navigate to the Accounting menu and select Reports. Choose the desired report, such as Profit and Loss or Balance Sheet. Set your preferred date range and parameters, then click Update to generate the report. For enhanced reporting capabilities, consider integrating Xero with Coefficient.io to sync real-time data into Google Sheets or Excel, allowing for customized and dynamic reporting.
-
How to extract a report in Xero?
After generating a report in Xero, click the Export button and select your preferred format: PDF, Excel, or Google Sheets. This allows you to save the report to your computer or share it as needed. For automated data extraction and real-time updates, Coefficient.io offers seamless integration with Xero to Google Sheets and Excel, enabling continuous data synchronization into your spreadsheets.
-
How do I get data from Xero?
To export data from Xero, access the relevant section (e.g., Contacts, Invoices, or Bills). Use the Export option to download the data in CSV format. For comprehensive data extraction and automated updates, Coefficient.io provides a solution that syncs Xero data directly into Google Sheets or Excel, streamlining your financial reporting process.
-
What reports can Xero produce?
Xero offers a variety of reports, including Profit and Loss, Balance Sheet, Cash Summary, Aged Receivables, Aged Payables, and Budget Variance. These reports provide insights into your financial performance, cash flow, and outstanding invoices or bills. By integrating Xero with Coefficient.io, you can enhance these Xero reports with real-time data and customizable templates, facilitating more dynamic and insightful financial analysis.