If you are already using Xero but still export reports to another platform, we encourage you to get these built as Custom Reports in Xero so that you can publish them in one smooth experience.
We specialise in building reports in the KiwiPark school model as per MOE. These reports meet the MOE requirements for Board of Trustee financial reporting.
You can keep it simple and summarised, or detailed and comprehensive, depending on who the audience is.
You can even have a commentary (exception reporting, executive summary, overview – whatever you like to call it) that you can update each month in Xero so that it is in the same lovely format.