Xero report pack recipes
Common sets of Xero reports and when to send them, ready to use. Pick one, sign in with Xero, and the schedule form opens already filled in with these reports, the timing and your email as recipient. Change anything you like. No schedule is created until you click Create schedule. Then send yourself a test straight away.
Monthly management pack
Owners, directors and bookkeeping clients- Profit and Loss
- Balance Sheet
- Sales by Customer
- Aged Receivables Summary
Last month's Profit and Loss and Balance Sheet, each with the two months before alongside, plus what you invoiced each customer and who still owes you money. A good place to start.
Sending monthly management accounts from Xero Use this packBoard pack
Boards, trustees and committees- Profit and Loss
- Budget vs Actual
- Balance Sheet
Results against budget for the month, ahead of the board meeting. Needs a budget set up in Xero for the Budget vs Actual page.
A charity board pack from Xero Use this packWeekly debtors
Whoever chases payments- Aged Receivables Summary
- Unpaid Invoices
Who owes what and which invoices are still open, every Monday morning, so you can chase late payers early.
Emailing aged receivables every week Use this packWeekly cash position
Owners watching cash- Bank Summary
- Aged Receivables Summary
- Unpaid Bills
Bank balances, money coming in and bills going out. A quick read on the week ahead without logging in to Xero.
Cash flow reports in Xero Use this packQuarterly lender pack
Banks, lenders and invoice finance providers- Profit and Loss
- Balance Sheet
- Aged Receivables Summary
- Aged Payables Summary
Last quarter's results and position, with aged debtors and creditors. Check your facility letter for exactly what your lender wants.
Xero reports for lenders and invoice finance Use this packMonth-end review
Bookkeepers and accountants- Trial Balance
- Profit and Loss
- Balance Sheet
- Aged Receivables Summary
- Aged Payables Summary
The Trial Balance and core reports for last month in one email, ready for your month-end checks before the client pack goes out.
Xero month-end checklist Use this packPower BI feed
Anyone building a Power BI dashboard- Profit and Loss
- Balance Sheet
Profit and Loss for each of the last 12 months and the Balance Sheet at each month-end, as one CSV table: a row per account and month, with the organisation in its own column and subtotals taken out. Have Power Automate save each new file over the last one in SharePoint or OneDrive, and point Power BI at that file.
How to connect Xero to Power BI Use this packAny pack goes out as PDF, Excel or CSV, in your timezone, to up to 20 recipients. The Power BI feed comes as one CSV table (download a sample). To look around first, try the demo with sample companies, no signup.
Pick a pack, and from then on it sends itself.
Reportpost emails your Xero reports on a schedule. 14 days free.