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XLReporting is flexible and fully configurable.

This page shows example templates in our standard configuration. You can change all layouts.

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reporting and budgeting solutions

How do templates work in XLReporting?

What are templates in XLReporting?

Templates are predefined models, input screens, reports, and dashboards that you can use directly or customize. They form the starting point for your own applications.

Always adaptable to your situation

Each template is fully customizable: you can change fields, add formulas, change formatting, or add additional logic. You maintain maximum flexibility, without sacrificing structure.

Created by and for finance professionals

Our templates have been developed in collaboration with finance teams from various sectors. They are practical, understandable, and tailored to the real needs of controllers, CFOs, and financial advisors.

Example templates

  • Operating budget (monthly, quarterly, or annual)
  • Personnel budget with salary cost breakdown
  • Liquidity planning (cash flow forecast)
  • Dashboards with KPIs and trends
  • Consolidation models with eliminations
  • Reports by cost center, department, or project
  • Version and scenario comparisons
  • Excel-like input screens for decentralized input
reporting and budgeting

Select a category to filter the templates:

All Reporting Forecasting Consolidation Profit & Loss Balance Sheet Cashflow Staff Projects SaaS Education Healthcare KPI's


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