Setup to fit your business

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 the typical steps we recommend. You can do that by yourself, or ask our assistance.

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.

3Use your real source data

If you are building reports in spreadsheets, your data probably goes through a series of copy & paste and transformations. With XLReporting, you can go back to the "real source", and automate the collection of data.

4Build 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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View examples

Select any report for a preview:

  • Dashboards
  • Pivot reports
    • Profit & Loss
    • Balance Sheet
    • Revenue analysis
    • Expense analysis
  • Free-form reports
    • Profit & Loss
    • Balance Sheet
    • Cashflow Statement
    • Management Dashboard
  • Budget models
    • Profit & Loss
    • Revenue budget
    • Salaries budget
    • Department budget


Create your own dashboards, organising your favorite reports and models on one page.

report examples

Start your setup

Ready to start, or do you have questions left?
Either way, we're happy to hear from you.

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