When you sign up, your tenant contains sample data of a fictitious company in several countries. It also includes simplified examples for data structures, importing data, reporting, budgeting, and consolidation. You can change and amend these examples to your own needs. We'll take you on a quick tour.
Click on Run reports (watch the tutorial) to view our sample reports that demonstrate key features:
Reports are fully configurable and can contain multiple layouts. Each layout shows a different presentation of the same underlying numbers.
All demo reports are defined on the data set Financial data which contains actuals and budget data. This data set is linked to 2 other data sets: Companies and Accounts which brings up information about the companies and the chart of accounts.
Click on Run models (watch the tutorial) to view our sample models that demonstrate key features:
Models are fully configurable and combine data queries with spreadsheet-like templates, enabling you to build advanced reporting and interactive planning models.
All demo models are defined on the data set Financial data which contains actuals and budget data. This data set is linked to 2 other data sets: Companies and Accounts which brings up information about the companies and the chart of accounts.
If you want to understand how the demo models are defined, click here.
Click on Edit data (watch the tutorial) to enter your companies and chart of accounts:
Please note that these are just examples. You can add extra fields to your companies and chart of accounts, and you can create additional data sets for extra details such as cost centers or business units, departments, product groups, currencies etc.
Often, clients want to perform re-mapping of accounts or translate different currencies. Here are some common scenarios, and tips how to define them:
For a quick demo, you can copy-paste your own data into our Excel templates. If you start using XLReporting for real, we'll help you to connect directly to your accounting system or other data sources (watch the tutorial).
Click on Import data - Excel to import your own financial data using our Excel templates:
Alternatively, you can use our predefined imports to accounting systems to import your data. As an example, below is the process for Xero: click on Import data - Xero to see the following imports:
All our predefined imports are configured so that you can re-run them without any risk of duplicating data: if any previous data already exists in XLReporting (e.g. for the selected company and period), this will be replaced by the new data. You are free to inspect (and change) our predefined imports. You can change which data they pick up, add any data conversions or filters, or change the data sets that they write to. If you need any help, please contact us.
You should now see your own data in our sample reports. You can now start to change the reports and models to your needs, create your own reports, and create extra data sets if needed.