Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
FYI's Reporting feature leverages the advanced capabilities of Excel, delivering real-time insights from FYI directly into predefined Excel report templates. FYI includes a range of reports to get you started, and practices can personalise these templates to suit their needs.
Reports can be created manually in FYI, or added as a step as part of a process automation, allowing predefined reports to be scheduled when required. Data can be refreshed in real-time, meaning that practices do not need to produce new reports where they don't need to analyse past data.
Reporting Best PracticeWatch this webinar to learn best practice for Reporting with FYI. |
FYI includes a range of Report Templates for your practice management reporting needs. To familiarise yourself with the master reports, below are pre-populated samples that you can download and explore.
Note: All sample data referenced in these reports are based on October 2025 data. Practices can adjust the data to explore how reports will work for their practice. These reports do not need to be added into your FYI, they are prepopulated samples provided to illustrate the final output of each report.