Reports
Run financial, sales, inventory, payroll, and tax reports, build custom reports, and schedule exports — all from live data.
Updated March 20, 2026
Reports is your self-service reporting layer — ready-made statements plus a builder for anything custom, drawn live from the ledger and every module.
Standard reports
Find pre-built reports under XO Analytics → Reports, grouped by domain:
- Financial: P&L, balance sheet, cash flow, trial balance, general ledger, account statement.
- Sales & purchases: by product, client/supplier, period, and segment; tax-audit reports.
- Inventory: stock levels, movements, valuation.
- Payroll & people: payroll register, GOSI, headcount.
- Tax: VAT return support, withholding.
Build a custom report
- Go to Reports → Custom → New.
- Pick the data source and columns.
- Add filters, grouping, and sort.
- Choose periodic (by month/quarter) or segmented (by dimension) layout.
- Save and reuse.
📷 Screenshot: the custom-report builder with grouping by branch.
Schedule & export
- Schedule a report to email stakeholders on a cadence.
- Export to PDF/Excel for sharing or filing.
Best practices
- Filter by dimension (branch/project) to answer “where did the money go?”
- Reconcile financial reports to the ledger before sharing externally.
- Save common views as custom reports instead of rebuilding each time.
Troubleshooting
- Totals don’t tie out. Check period, dimension filters, and draft vs posted transactions.
- Missing a report. Your role/permissions may exclude that module’s data.