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Reporting Tips & Tricks

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

By the end of this webinar, you will better understand the power of Xero's Reporting, so that you can provide further value to your client, beyond the general year end financial statements.

Course outline

    In this course, you'll learn how to:
    • create useful management style reports for your clients using budgets and tracking
    • use some of the standalone reports found under the Report Centre and their filtering options to report on specific information
    • deal with some of the common pitfalls of reporting
    • use Report Templates to create Management Reports

Topics covered

  • Reporting

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