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Getting Started with Report Templates

Self-paced learning
Launch course

4 Advisor credits



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.

NOTE: After you've completed this course, be sure to have a look at the next course which is Editing Reports in a Report Template.

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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