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Editing reports in Report Templates

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

Xero provides a powerful layout editor, that allows you to modify the key financial reports. You decide what you want to display in your reports and how this will look. For example, you can add columns, group rows, and move them around to suit your practice's reporting style.

Course outline

    In this course, you’ll learn how to:
    • Add columns and footers
    • Group report codes
    • Add formula lines
    • Add schedules and notes
    • Edit switch rules; and
    • Customise paragraphs in text blocks

Pre-course preparations

NOTE: Please ensure you complete Getting Started with Report Templates before completing this course.

Topics covered

  • Reporting

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