Xero & MYOB Reporting and Dashboards

Management dashboard built from Xero or MYOB data

One Set of Numbers Everyone Trusts

Xero and MYOB have good standard reports, and for many businesses they are enough. Where it gets hard is when the numbers you need live in more than one place: the accounts in Xero or MYOB, jobs or stock in another system, budgets in a spreadsheet, and several companies to add together. So someone exports, copies and pastes every month, the reports arrive late, and nobody fully trusts them.

We build reporting that pulls the data straight from your systems, matches it up once, and refreshes on its own. Usually that is a Power BI dashboard or a set of scheduled reports, whichever suits how your team works. If Xero's or MYOB's built-in reports already answer your questions, we will say so.

Reports We Build

What each one shows, and where the data comes from.

Monthly management reports

Shows: Profit and loss, balance sheet and cash position laid out the way your owners and board want to read them, every month without rebuilding.

Built from: Xero or MYOB, plus budgets from your spreadsheet or planning tool.

Several companies in one view

Shows: Group results with intercompany items removed, side by side with each entity.

Built from: Each Xero or MYOB file, with the account mapping agreed once.

Job and project profitability

Shows: Revenue, costs and margin by job or project, including work not yet invoiced.

Built from: Your job or project system joined with the accounts.

Cash flow view

Shows: What is coming in and going out over the next weeks, from real invoices, bills and payroll.

Built from: Receivables and payables in Xero or MYOB, plus regular commitments.

Sales and stock

Shows: Sales by customer, product and region, with stock levels and slow movers.

Built from: Your sales, inventory or e-commerce system with the accounts.

Operations dashboard

Shows: The handful of numbers each manager watches daily, in one place, refreshed automatically.

Built from: Whichever systems hold those numbers, connected once.

Keeping It Realistic

A few things worth knowing before you start.

It won't replace your accountant's judgement. Reports show the numbers; people still interpret them.
It won't fix bad data by itself. If transactions are coded inconsistently, we sort out the mapping first and tell you where the source needs fixing.
It doesn't need expensive software. Power BI is free to build in, and sharing across a team needs a modest per-user licence. Sometimes scheduled reports from what you already have are enough.
It doesn't need to be a big project. Start with the one report that takes longest to put together each month, then add to it.

How We Work

1

Start with one report

The one that takes longest to put together each month, or that nobody trusts.

2

Check what you already have

If a built-in report or a small change covers it, we set that up instead of building something new.

3

Map the data once

Accounts, companies, jobs and products are matched up, so every report uses the same numbers.

4

Build and check against last month

The new report is checked against the figures you already know before anyone relies on it.

5

Refresh automatically

Data flows in on a schedule, with an alert if a source stops updating.

Common Questions

Often they are. If your questions can be answered from one accounting file, we will show you how to get more from the built-in reports. Custom reporting makes sense when data comes from several systems or companies, or when the same report is rebuilt by hand every month.

No. Power BI is often the best fit for dashboards, but scheduled reports, a shared spreadsheet that refreshes itself, or your existing reporting tool can work too. We recommend the simplest option that answers your questions.

As current as you need: usually refreshed daily or several times a day, straight from the source systems, so nobody exports or copies data.

Yes. We map each company's accounts to one structure once, remove intercompany items, and show the group and each entity side by side.

It depends on how many systems and reports are involved. We look at how you report now, then give you a fixed quote. The first conversation is a free initial chat.

Which Report Takes Longest Each Month?

Tell us how you report now. We'll tell you honestly whether the built-in reports will do, or what a first dashboard would involve.

Free initial chat. No sales pressure - if we're not the right fit, we'll say so.

Prefer to talk? Call 1300 470 091

Got a spec or files? Email [email protected]

Xero & MYOB Reporting