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Setting up Report Templates

Self-paced learning
Launch course

5 Advisor credits



Learning objectives

  • Discover powerful, flexible reporting fuelled by your client's information in Xero
  • See how to customise columns, formulas and dynamic fields with just a few clicks
  • Understand how to streamline the report preparation process to increase accuracy and timeliness

Course outline

    Learn how to set up report templates, to take advantage of their powerful and flexible reporting. The templates mean there is no need to duplicate work. The series of short videos cover: staff permissions, report codes, setting up templates, groups and formulas, report fields and report schedules.

Topics covered

  • Reporting

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