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Utilising Xero's Report Templates

Live classroom

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

    The templates mean there is no need to duplicate work. The workshop covers: staff permissions, report codes, setting up templates, groups and formulas, report fields and report schedules. Please be aware that spaces are limited to two per practice. If the course is showing as full please email

Topics covered

  • Reporting

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