Analytics

Consider a list of various relevant fields - for example from sales, purchases, banking, P&L and Balance Sheet - that can be dynamically selected to produce a single table report for end of year reporting purposes. See (redacted) example report attached. Note that the field list shown is one example - a list of perhaps 20 fields would be available to choose from, so that the EOY report is useful for a significant number of XBert customers. (All reports listed under Analytics in XBert are available to all XBert customers - they must therefore be designed in a relatively generic way).

A separate report of the Team Overview page which can be exported.

Add a new page (or pages) for key metrics from several (Xero) reports (Balance Sheet, Profit and Loss, Aged Payable Summary and Aged Receivable Summary). Aged payables/receivables to ideally show current, 1month, 2 month and 3 month days aging. P&L and Balance Sheet to ideally show each month and the difference to last. Note that not all required data may provided (from Xero) for this. However, a separate roadmap item for report P&L metrics "as at" a point in time may have overlap/use here. Consider a complete rebuild of the Financial Overview report to make it more distinct to the Health Check report, which currently includes several financial overview metrics already, in a simpler format.

Currently, XBert Analytics reports P&L and most other metrics as of now. So, net profit for March 2024 is what that figure is today. As at reporting would provide the capability to see what net profit was as at a month end. For example, if today is June 15th, the March 2024 net profit figure could be viewed as it was on 31st March or 30th April (or any other month end within the last 12 calendar months).

Please add filter by client, custom date range, and a column for task frequency on Task Data Explorer report. Thank you.

The ability for our company logo to be added on our clients Health Check Report generated in PDF. Thanks

Reports emailed to users on a weekly basis instead of having to log in to XBert and download reports manually.