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Report Templates in Action

Video learning



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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