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Help Topics
-
Getting started
Connect your first company to Xero and start
creating reports -
Update your company data
Choose when your Xero data is updated, add budget
data from Xero -
Report components
Create and customise Widgets, KPI's, Charts and Financial Reports
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Subscription & billing
Upgrade your plan, view invoices,
cancel your subscription -
Report Hub
Change report status, duplicate reports, create templates, distribute reports
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Contact support
Contact telephone numbers,
live chat, e-mail support
Getting started
Onboarding
After signing up you will be asked to connect to Xero. Once connected you will land in the report hub.
From this page you can add additional company’s, view settings and create your first report.
How do I create a new report?
Creating a report is really simple. You can either start a report from scratch or use on of our templates. Watch the video on our home page.
There are 3 simple steps: On the top of the page you will see a drop down of company’s and periods.
- Select your company
- Select accounting period
- Choose the report type (we call these ‘components’ from the left and drag or double click and the information will appear on the page.
- Click your mouse inside the component to edit the report to customise columns and rows.
Note financial reports initially show a summarised version. To show a detailed version click on the ‘appearance’ menu and untick summarised view.
The default data will show the current month and prior month. You can then customise the report to add unlimited columns.
Column data include actual and budget data for the various financial periods as well as totals and variances. Columns can be deleted or re-positioned.
Variances can be formatted as a figure, a % and colour coded arrows.
All components can be re-positioned by the drag icon on the top left of a component and can also edited or deleted at any time
Reports contain pages which appear on the right of the screen. They can be dragged to re-order your report.
Once your report has been created you can click on the icon in the top left hand corner which will take you to the report hub. Your report will initially have a status of ‘In Progress’
You can then run a report for a different period and or a different company.
If you are having any issues, please chat to us via our chat bubble or you can also book in a one to one demo by clicking the link on the chat bubble.
Getting started
Onboarding
After signing up you will be asked to connect to Xero. Once connected you will land in the report hub.
From this page you can add additional company’s, view settings and create your first report.
How do I create a new report?
Creating a report is really simple. You can either start a report from scratch or use on of our templates. Watch the video on our home page.
There are 3 simple steps: On the top of the page you will see a drop down of company’s and periods.
- Select your company
- Select accounting period
- Choose the report type (we call these ‘components’ from the left and drag or double click and the information will appear on the page.
- Click your mouse inside the component to edit the report to customise columns and rows.
Note financial reports initially show a summarised version. To show a detailed version click on the ‘appearance’ menu and untick summarised view.
The default data will show the current month and prior month. You can then customise the report to add unlimited columns.
Column data include actual and budget data for the various financial periods as well as totals and variances. Columns can be deleted or re-positioned.
Variances can be formatted as a figure, a % and colour coded arrows.
All components can be re-positioned by the drag icon on the top left of a component and can also edited or deleted at any time
Reports contain pages which appear on the right of the screen. They can be dragged to re-order your report.
Once your report has been created you can click on the icon in the top left hand corner which will take you to the report hub. Your report will initially have a status of ‘In Progress’
You can then run a report for a different period and or a different company.
If you are having any issues, please chat to us via our chat bubble or you can also book in a one to one demo by clicking the link on the chat bubble.
Update your company data
Why do the numbers in Flagship not match my source accounting system?
Xero data is synced once a day. If you are not sure if you have the latest data, just go to settings and click on ‘update now’
Flagship integrates directly with the data from your source accounting system.
If the results are not tying back to your accounting data, there are a few steps you can take to troubleshoot this.
The first step is to check that the data has been updated to include your most recent accounting data.
To do so, proceed to ‘Update Data’ in your company settings.
Update your company data
Why do the numbers in Flagship not match my source accounting system?
Xero data is synced once a day. If you are not sure if you have the latest data, just go to settings and click on ‘update now’
Flagship integrates directly with the data from your source accounting system.
If the results are not tying back to your accounting data, there are a few steps you can take to troubleshoot this.
The first step is to check that the data has been updated to include your most recent accounting data.
To do so, proceed to ‘Update Data’ in your company settings.
Report components
What are the different types of reports?
They are financial reports, Widgets, Ratios, KPI’s and Charts.
Can I add text or commentary?
You can add text or a commentary to any section of a report. Choose ‘commentary’ under the extras menu and drag onto the page. You can then add and edit the text.
Can I create or define ratios and KPI’s?
The most common financial ratios are already within the system. You can create and additional ratios whether they are financial or non- financial. When clicking the component from the left had side, you will see the current types that can be used. Click on ‘+ new KPI’ where you can then define your own ratio or formula. Once created they will appear in the list for future use.
What is Table component
You can use a Table when you need a report to show transactions within an account code. Results are shown in a ‘table’ or grid format showing opening balance, movements and closing balance.
Can I amend or create my own chart or graph ?
Flagship has 3 chart types. Pie chart, Bar chart and Line chart. They can easily be customised to show different axis and colours
What is a Widget
A widget is KPI or ratio shown on its own or added to a dashboard or other report to display some key data. It is shown in a ‘square’ or ’round’ format and is large in size so as to display prominence in a report.
Report components
What are the different types of reports?
They are financial reports, Widgets, Ratios, KPI’s and Charts.
Can I add text or commentary?
You can add text or a commentary to any section of a report. Choose ‘commentary’ under the extras menu and drag onto the page. You can then add and edit the text.
Can I create or define ratios and KPI’s?
The most common financial ratios are already within the system. You can create and additional ratios whether they are financial or non- financial. When clicking the component from the left had side, you will see the current types that can be used. Click on ‘+ new KPI’ where you can then define your own ratio or formula. Once created they will appear in the list for future use.
What is Table component
You can use a Table when you need a report to show transactions within an account code. Results are shown in a ‘table’ or grid format showing opening balance, movements and closing balance.
Can I amend or create my own chart or graph ?
Flagship has 3 chart types. Pie chart, Bar chart and Line chart. They can easily be customised to show different axis and colours
What is a Widget
A widget is KPI or ratio shown on its own or added to a dashboard or other report to display some key data. It is shown in a ‘square’ or ’round’ format and is large in size so as to display prominence in a report.
Subscription & billing
Payment methods
Either a valid debit or credit card can be used
Billing period
Billing periods run from the date of your initial sign up and thereon recurring on the same date for future months. Invoices will automatically be e-mailed to you when your card has been debited.
Cancelling subscriptions
You can cancel your subscription at any time. Once cancelled you will be able to use the system until your next month’s renewal date. No refunds are issued
For any billing enquiries, contact [email protected] or call us on 0203 985 0919
Subscription & billing
Payment methods
Either a valid debit or credit card can be used
Billing period
Billing periods run from the date of your initial sign up and thereon recurring on the same date for future months. Invoices will automatically be e-mailed to you when your card has been debited.
Cancelling subscriptions
You can cancel your subscription at any time. Once cancelled you will be able to use the system until your next month’s renewal date. No refunds are issued
For any billing enquiries, contact [email protected] or call us on 0203 985 0919
Report Hub
The report hub is where all your reports are saved and organised.
At any point you can click on the logo on the top left hand side and you will be directed to the report hub.
Reports can be deleted, edited and duplicated.
Initially a report is saved as ‘In Progress’. Once finalised you can change the status to ‘published’ You can change between ‘In Progress’ and ‘Published’ at any time.
Reports can be emailed directly to an internal or external party. The recipient will be able to review the report but will not be able to edit the report.
Once the report is distributed it will appear under the ‘Distributed’ section.
In addition reports can be output into PDF format.
Report Hub
The report hub is where all your reports are saved and organised.
At any point you can click on the logo on the top left hand side and you will be directed to the report hub.
Reports can be deleted, edited and duplicated.
Initially a report is saved as ‘In Progress’. Once finalised you can change the status to ‘published’ You can change between ‘In Progress’ and ‘Published’ at any time.
Reports can be emailed directly to an internal or external party. The recipient will be able to review the report but will not be able to edit the report.
Once the report is distributed it will appear under the ‘Distributed’ section.
In addition reports can be output into PDF format.
Contact support
You can chat with our customer service team via our online chat. Our chat is operated between 8:30am and 6:00pm. We will respond within 4 hours to any of your queries.
We will respond to any questions submitted out of normal working hours the following morning.
You can email us at [email protected] or call us on 0203 985 0919
Contact support
You can chat with our customer service team via our online chat. Our chat is operated between 8:30am and 6:00pm. We will respond within 4 hours to any of your queries.
We will respond to any questions submitted out of normal working hours the following morning.
You can email us at [email protected] or call us on 0203 985 0919
