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Customising reports for better analysis

Self-paced learning
Launch course

2 Advisor credits

Free

10 MINUTES

Learning objectives

  • How to customise a new Group
  • customise a new Formula
  • add a Schedule
  • refine and focus Reports using Tracking
  • use the Copy & Edit feature
  • drill down to detail in a Report

Course outline

    There are so many features available to make analysing your Client's data quick and simple in Xero. We'll show you some of these features here, and how they can expand upon what a basic Report can offer you and your client's.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course .

Topics covered

  • Reporting

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