Get Started

Below is a step-by-step guide to explore XLReporting.

The basics

• Introduction
• Basic navigation

Start your trial

• Start your trial (Essentials)

How to run

• Reports
• Models
• Imports
• Edit data

How to define

• Reports
• Models
• Imports
• Data sets

Select and filter data

• Select data
• User selections
• Filter data

How to manage

• Users
• User roles
• Menu groups

Expert tasks

• Transpose data
• Convert data
• Lookup data
• Link data
• Move data
• Replace data
• Repeat data
• Using Excel

Common tasks

• Cost centers or business units
• Chart of Accounts mapping
• Currency translation
• Financial periods
• Variance analysis