Back to your search

Customising reports for better analysis

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • 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

Course outline

    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 .

Topics covered

  • Reporting

More courses you might be interested in

3 Advisor CREDITS

Xero Monthly Product Update

In this webinar you will learn about the latest product updates and feature releases. View course

Live webinar - 30 MINUTES

5 Advisor CREDITS

End of Financial Year in Xero

Find out how you can get the year end process wrapped up in no time at all. View course

Self-paced learning - 45 MINUTES

40 Payroll CREDITS

Xero Payroll Certification (eLearning)

Learn how to set up your clients on Payroll in Xero, and show them how they can run pay runs, make adjustments, and reconcile and report on their payroll. View course

Self-paced learning - 3 HOURS 30 MINUTES

Still not what you're looking for?