Step 1: Log into Your Xero Account
- Go to the Xero login page and enter your credentials to access your account.
Step 2: Navigate to the Dashboard
- From the Xero dashboard, locate the main menu and select Dashboard to view your default analytics.
Step 3: Access Reports
- Click on the Reports tab in the main menu to explore the available reporting options. This section provides various pre-built reports that you can customize.
Step 4: Choose a Report to Customize
- Select a report that best suits your needs (e.g., Profit and Loss, Balance Sheet). Click on the report name to open it.
Step 5: Customize Report Settings
- Use the customization options to adjust the date range, account selections, and any additional filters needed. This helps tailor the report to your specific requirements.
Step 6: Save Customizations
- After adjusting the settings, click on the Save Customization button. Enter a name for your customized report and select Save to keep it for future use.
Step 7: Create a Dashboard
- Return to the Dashboard section and click on Customize Dashboard. Here, you can add widgets to display your custom reports and analytics.
Step 8: Add Analytics Widgets
- Browse through the available widgets (e.g., Chart, KPI, Table) and select the ones you want to add to your dashboard. Choose your saved custom report to visualize the data.
Step 9: Arrange Dashboard Layout
- Drag and drop the widgets to arrange them in a layout that makes sense for your needs. You can resize widgets for better visibility.
Step 10: Save Your Dashboard
- Once you’re satisfied with the arrangement, click on the Save button to store your custom dashboard.
Step 11: Review and Adjust Regularly
- Regularly check your dashboard and analytics to gain insights into your business performance. Adjust the reports and dashboards as your business needs change.
By following these steps, you can generate custom analytics and dashboards in Xero that provide valuable insights into your financial performance, helping you make informed business decisions.