Setup how you want

XLReporting is fully configurable and you can create any report you need, in any format.

You don't have to start from scratch. When you sign up, your account will include 20 predefined reports and budget models, with 50 different layouts, and import connectors for financial reporting and budgeting.

Below are our recommended steps. You can do that by yourself, or book our Assisted Setup.

assisted setup

Follow these steps

1Determine your requirements

Determine what information you need. At which level? Which dimensions does your business have? What is your management structure?

2Measure only what you can control

Don't make things too complex. Focus on information (at the right level) that you can translate into actions and decisions. Don't overshoot with too much detail.

3Structure your master data

The quality of your reports is determined by how well you can structure your data. Acounts classification, departments, cost centers .. make sure these are all clear, with a clear hierarchy and grouping, and are not ambiguous.

4Use your source data

If you are building reports in spreadsheets, your data probably goes through a series of manual steps, and copy & paste. XLReporting can connect to your "original source", and automatically retrieve your data.

5Build your reports

Reports are fully configurable and can contain multiple layouts. Each layout shows a different presentation of the same underlying numbers.

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reports

Example reports

Curious about the standard reports we offer? Take a preview here of reports in our Essentials collection.

Select a report

Dashboards

Create your own dashboards by combining your favorite reports and models on one page.

report examples

Improve your budgeting and reporting

See how XLReporting adds value in a 30 minute meeting.
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