Back to your search

Customizing 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

Embrace Your Superpower

Learn how to harness and apply your super powers toward intentional risk-taking. View course

Video learning - 1 HOUR

New - 2 Advisor CREDITS - 1 CPE CREDIT

Scaling During Tax Season

Note: You only need to complete one  of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course

Self-paced learning - 1 HOUR 50 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?