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Getting started with Report Templates

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

In Xero, you can create report templates for your practice and use them across any or all clients to save time and ensure consistency. Xero provides a series of pre-built templates to help you get started and these can be tweaked and customised further.

Course outline

    This course covers the basic steps you need to get started with report templates in Xero. You’ll learn how to:
    • Get access to report templates
    • Create new report templates
    • Use report fields to add static information to reports; and
    • Work with report codes to ensure clients accounts display as you want them in reports.

Topics covered

  • Reporting

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