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Xero Executive Summary report: key figures on one page

The Executive Summary puts the headline numbers on one page: cash, profit, debtors and creditors, margins and a few ratios. It suits directors who want the picture without reading every report.

Sample Executive Summary report for a demo company, as sent by Reportpost
A sample Executive Summary for a demo company, as Reportpost sends it.

What it shows

  • Cash: received, spent, surplus or deficit, closing bank balance
  • Profitability: income, direct costs, gross profit, expenses, profit
  • Balance sheet: debtors, creditors, net assets
  • Sales, performance and position: invoices issued, average invoice value, gross and net margin, debtor and creditor days, current assets to liabilities

Where to find it in Xero

Reporting > All reports > Executive Summary.

Settings worth knowing

  • Compare with previous periods or the financial-year average, with variance arrows
  • Filter to add or remove lines
  • Year-to-date column

Things to watch out for

  • Only the cash, profitability and balance sheet figures drill down; the ratios are calculated by Xero.
  • Exports copy the figures but not the calculations.

Getting it by email on a schedule

Xero can't email reports on a schedule, so the usual routine is to export the report and attach it by hand. Reportpost sends Xero's Executive Summary for the period end you choose, alongside any other reports in the pack. Choose weekly, every two weeks, monthly or quarterly, and the recipients. You can try the demo without connecting Xero.

Related: Sending monthly management accounts and Free management accounts template.

Other Xero reports

Xero reportProfit and LossWhat the Xero Profit and Loss report shows, where to find it, the settings that matter (comparisons, tracking, cash or accrual) and how to email it every month.Xero reportBalance SheetWhat the Xero Balance Sheet report shows, where to find it, comparison and tracking options, and how to send it to directors or lenders each month.Xero reportAged Receivables SummaryWhat the Xero Aged Receivables Summary (aged debtors) shows, how to read the ageing columns, key settings and how to get it emailed every week.Xero reportAged Payables SummaryWhat the Xero Aged Payables Summary (aged creditors) shows, its ageing and grouping options, common gotchas, and how to have it emailed before each payment run.Xero reportBank SummaryWhat the Xero Bank Summary report shows (cash received and spent per bank account), its options and gotchas, and how to send it automatically each week or month.Xero reportTrial BalanceWhat the Xero Trial Balance shows, its comparison and grouping options, the gotchas, and how to send it to your accountant at month end.Xero reportBudget SummaryWhat the Xero Budget Summary report shows, how budgets are set up in Budget Manager, and how to send the budget summary on a schedule.Xero reportBudget vs ActualHow to compare actuals with your budget in Xero (Budget Variance), what to look for, and how to have a budget vs actual report emailed every month.Built from your Xero dataCash Flow Statement (indirect)Xero only has a direct-method cash flow statement. How the indirect method works and how Reportpost builds one from your Xero data and emails it.Xero reportUnpaid InvoicesHow to get a list of unpaid invoices from Xero (Aged Receivables Detail), what it shows, and how to have the list emailed every week.Xero reportInvoices RaisedHow to list the invoices raised in a period in Xero (Receivable Invoice Summary or Detail), the options and gotchas, and how to email the list automatically.Xero reportDraft InvoicesHow to keep track of draft invoices in Xero, why they matter at month end, and how to have a list of drafts emailed to you so nothing is left unapproved.Xero reportUnpaid BillsHow to get a list of unpaid bills from Xero (Aged Payables Detail), what it shows, and how to have the list emailed to you the day before each payment run.

Next month's pack could send itself.

Reportpost emails your Xero reports on a schedule, as PDF, Excel or CSV. 14 days free, no card.

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