- 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
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 .
More courses you might be interested in
2 Advisor CREDITS
Find & Recode
Learn the fastest way to fix lots of coding errors quickly. View course
Get familiar with the important stuff. These are the essentials you need to know if you're going to work with Xero. View course
40 Advisor CREDITS
Xero Advisor Certification
Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course