Executive Summary Report
The Executive Summary report is an overview showing key cash, profitability, balance sheet, income, performance and position items.
Your user role will determine whether you can see this report, and if so, whether you can save and publish it or just view it.
Reports and budget role comparison
This report is also available as part of the management reports which you can access if you have the Adviser user role.
Management style reporting packages for month or year end
What can you see and do with the Executive Summary report?
The Executive Summary is generated for the current month by default.
Enter or edit
If you are viewing a report produced by someone with the Adviser user role, you may see notes or a summary on the report. You may be able to
export, archive or edit the report, depending on your user role.
Choose options by which to re-run the report:
The month the report will be run for.
Choose the sections that will be included on the report for the month chosen:
When the details of the report you want to run are entered or updated, click Update to re-generate the report.
If you are using multi-currency the report footnotes show the figures that were converted into your base currency for the purpose of reporting in one currency and at what rate the conversion rate occurred. They also show where the rate was taken from (i.e. whether it was an XE rate or a rate entered by a user). Find out more on how multi-currency reports in Xero work.
Summary amounts are shown in each section for the month chosen and the month before.
This report is a summary of totals directly from other financial reports or ratios derived from those reports. Where linked amounts are displayed you can click directly through to the source report.
The Executive Summary shows key amounts, not all amounts, in the summary period. Totals may not match depending on your report settings and other transactions in the summary period. For example, Cash Received and Cash Paid totals in the Executive Summary may not agree with totals in your Cash Summary Report.
If there has been a foreign currency gain or loss in a foreign currency bank account, an additional entry for this shows in the 'Cash' section of the report and you can drill down into the Foreign Currency Gains and Losses report for details.
Summary amounts: cash, profitability and balance sheet
Click on an amount in any section of the report to be taken to the report that is being summarised.
‘Cash’ amounts drill down to the Cash Summary Report.
‘Profitability’ amounts drill down to the Profit and Loss report.
‘Balance Sheet’ amounts drill down into the Balance Sheet.
Summary & ratio amounts: income, performance and position
In very basic terms, this is what each of the items in this section is reporting
If you have the Adviser user role you will also be able to Save as Draft, or Publish this report and change the default PDF preferences. If you’re using Partner Edition your practice logo will display if your Principal has set it up.
Print the report directly from your browser.
Choose where you want to export the report to. You can either view it or save it once it's exported into the chosen format.
Open the report directly into Excel or save it to your computer and open it from there.
Open the report directly as a PDF or save it to your computer and open it from there. Zero figures will show on the PDF as '-' and do not show decimal places so numbers are rounded for display purposes only. In many cases PDF amounts may not add up correctly due to rounding, but in Xero and other exported formats the calculations are correct.
If you use Gmail, you can set up your account to access Google Sheets (Google's document viewer). You can then export the report to Google Sheets and edit, save or share it. You’re prompted to log into Gmail (if you're not already) and you’re prompted to confirm that Xero is a 'trusted' site each time you start a Google Sheets session.
When you authenticate your connection to Google Drive and export to Google Sheets, a connection is made to your Xero account. You can break the connection at any time.
Google Help (Google website)