Back to your search

Reporting

Self-paced learning
Launch course

Free

9 MINUTES

Learning objectives

  • Find, customise and analyse reports to track business activity.
  • Add budgets in Xero to help plan and make decisions and view performance graphs to track business performance.

Course outline

    Customise reports to refine what you want to see. Add comparative data for budgets and tracking, or add notes to explain elements of the report. Monitor business performance by comparing budgeted figures with actuals. View and add business performance graphs to the dashboard to monitor performance.

Topics covered

  • Reporting

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

5 Advisor CREDITS

Quarterly Product Update

Keep up with Xero's latest product updates and feature releases with our quarterly product webinar. Join us on the first Wednesday of each quarter for a deep dive into new product releases and what’s on the roadmap in the next 90 days within core Xero. View course

Live webinar - 45 MINUTES

Positioning Making Tax Digital (MTD) to your clients

Want to get ahead of the curve and prepare your clients (and your practice) for Making Tax Digital? Find out how to communicate the changes to your clients, so you can make sure they’re MTD ready with minimal fuss, well ahead of the deadline. View course

Self-paced learning

Still not what you're looking for?