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Report Templates in Action

Video learning

Free

45 MINUTES

Learning objectives

In this course, you'll learn the best practice use of Xero's customisable reporting functionality.

Course outline

    The main topics covered are:
    • Drag and drop
    • Adding formulas
    • Use of text blocks
    • Grouping accounts, and
    • Building schedules
      • Once you've finished the course, check out the Q&A document here.

Pre-course preparations

First Steps for Reporting

Topics covered

  • Reporting

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