Join the partner program and get Xero HQ,
with report templates included, for free.
Build quality reports using customisable report templates built to industry standards. Easily tailor the content and layout as needed to suit practically any requirement.
Create sets of professional reports for use with all your Xero clients, whichever plan they’re on, then make client-specific changes as needed.
Xero reports use accurate up-to-date information right out of your client’s accounts. And you can drill-down from any report to the data that it uses.
Enjoy a simple, intuitive user experience that makes it easy for your practice to get up to speed fast. Drag and drop report codes to change formatting, edit titles, add groups and add formulas to change your row calculations. All with just a few clicks.
Take control of your clients data and how it’s presented. Insert columns for any date range, compare against budget or compare any column using formulas you control. Then change the order of your report columns to suit your needs.
Use dynamic and calculated fields for complex calculations and presentation rules, eg, whether to show a bank account as an asset or as a liability depending on its value.
"We've been able to make more time to add value to our clients by working closer with them, being more in touch and helping them grow"
Xero report templates are available as a partner program benefit for all accounting and bookkeeping partners in Xero HQ.
