Introducing Reports: Native Documents, Live Financial Data and AI-Assisted Writing
Build, write and share polished financial reports inside Hub — with live Xero data, AI commentary, client-ready PDFs and scheduled drafts, all in one place.
A complete reporting workflow, built into Hub
Today we're previewing a major step forward for Hub: native Report Documents. Instead of piecing together data exports, spreadsheets and documents from different tools, you can now build, write, review and share a professional report entirely inside Hub — drawing live from your financial data, KPIs and forecasts.
This has been a significant build. Here's what's coming.
Write reports with a built-in document editor
Each report starts with a clean block-based editor — similar to the document tools you already use, but purpose-built for financial and operational reports. You can write freely, insert charts and tables from your connected data sources, and let the document autosave as you work. Version history and conflict recovery mean you don't lose work if two people edit at the same time.
Sharing is controlled at the document level, separately from your broader report and data access, so you decide exactly who sees what.
Insert live figures directly into your text
One of the small but meaningful improvements arriving with Reports: you can now insert a live metric value directly into a sentence using the formatting toolbar. Pick the figure from a panel, and it appears right where your cursor is — complete with its source identifier.
Previously, this required copying a technical placeholder code and pasting it manually. That step is gone. The figure stays linked to its source and updates separately from your text edits, so your writing and your numbers don't get tangled together.
Connect your Xero history to budgets and plans
Monthly income-statement budgets can now be mapped to your Xero profit-and-loss accounts, pulling in authoritative accrual actuals for completed periods. Future periods remain clearly marked as pending — there's no mixing of confirmed and estimated figures.
Business plans can now bring together historical Xero performance alongside forward-looking budgets in a single view. Plans can also include reviewable goals, tasks, KPI targets and draft budget scenarios — including proposals generated from AI-suggested next steps.
A new read-only Xero P&L connection scope is required to use the historical integration. Existing connections will prompt for reconnection before the new data becomes available.
AI writing that stays grounded in your data
Report documents include an AI writing assistant for drafting commentary, explaining variances, suggesting next steps and rewriting sections. Importantly, the model only ever receives the report evidence you've selected and authorised — it cannot access data outside what you've connected to the document.
Numerical claims in AI suggestions are validated against your actual metrics before being offered for review. You read and accept each suggestion individually; nothing is applied to your document without your explicit approval. Generation jobs support cancellation and recovery if interrupted, so you're never locked in to a paid request you didn't finish.
Publish immutable editions and share with clients
When a report is ready, owners and administrators can freeze an approved edition — capturing the text, selected results, citations, uploaded images and workspace branding together at a point in time. Editions are immutable; approved content can't be quietly changed after the fact.
Clients can be granted time-limited, authenticated access to read specific editions. The system rechecks source authority before any download, and revocation works even after a grant has been issued. A full A4 PDF export is available for download or sharing.
Scheduled report drafts
For recurring reports — monthly board packs, quarterly reviews, annual business plans — Hub can prepare a new draft on a schedule. Scheduled runs create draft documents ready for editing; they never publish or deliver to clients automatically. You stay in control of every edition that goes out.
Cleaner report editor and a Delete workflow
Alongside the new document features, the existing report editor has been simplified. Chart and table insertion is now clearly labelled, editing controls are consolidated into a compact toolbar, and a block picker replaces the previous scattered layout on narrow screens.
Owners and administrators can now delete a report document — with a confirmation step and a Trash/restore workflow. Deletion stops schedules and blocks access; restoration returns the document to draft without reviving schedules or existing client grants.
Other improvements this week
Arrow symbols now display correctly in report PDFs. Documents containing arrows in text — such as "Cash flow → Payments" — could previously cause PDF export to fail. This is now fixed with a bundled font fallback that handles missing characters gracefully without altering any other formatting.
Budget units now appear in Finance reports and exports. Budget-versus-actual comparisons previously dropped the unit label, making it ambiguous whether a figure was monetary or a count. Unit labels now appear alongside Actual figures on screen and are included in CSV exports.
Budget warning notices are now summarised. A report document with many budget lines and future months could display dozens of near-identical pending-period warnings, pushing charts far down the page. These are now grouped into a single summary that shows the count and date range, while distinct errors remain individually visible.
Availability
These features have been merged into the codebase and are going through deployment and acceptance. They are not yet live. The Reports feature is disabled by default for all workspaces; it will be enabled selectively once deployment is verified and acceptance testing is complete. We'll confirm availability as each stage is cleared.
If you'd like to be considered for early access, speak to your account contact.