Understanding the dashboard
The WFM + Xero DIY Report Dashboard makes it easy to create financial reports for presentations and analysis. You have full control over the details, allowing you to customise reports to fit your needs. You can generate tailored Balance Sheets, Cash Flow Statements, and Profit and Loss Reports, focusing on the metrics that matter most to you.
Why is it important?
The DIY Report dashboard provides you with the following relevant information:
This dashboard allows for tailored financial reports that meet specific preferences and requirements. This customisation ensures that you can focus on the metrics that are most relevant to your business, enhancing the relevance and clarity of your presentations and analyses.
It provides full control over the details of your financial reports, enabling precise adjustments and updates. This control helps in producing accurate and timely reports that reflect the current state of your business.
By simplifying the report generation process, the dashboard saves time and reduces complexity. This efficiency allows you to quickly create and update Balance Sheets, Cash Flow Statements, and Profit and Loss Reports, supporting more effective decision-making and analysis.
Explore the WFM + Xero DIY Report Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How do you add or remove data columns in the DIY Report?
To add or remove data columns, use the dashboard’s built-in feature to select or deselect the metrics you want to include.
How can I customise data to show information for a specific account only?
Use the Quick Filter options below the Date Range to filter data by Account Name. You can also filter by Organisation, Contact, Tracking Category 1, and Tracking Category 2 from the dropdown lists.
How do I export data from the dashboard?
To export data, click the export option in the top-right corner of the dashboard table. You can choose to download the data in its current format or as summarised data based on your needs.