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Reporting in Xero

Video learning



Learning objectives

Whether you're working on audit, tax, or just need to dig into your client's financial results, Xero has a number of ways to show you what's going on. Review numbers at a transactional level or more globally with Management and Year End reporting. We'll even cover how to create custom layouts and share reports. Once you understand how Xero Reports work, you can turbocharge your client's data in minutes.

Course outline

    • Report settings (including running reports on a cash basis)
    • Fiiltering by tracking category, date or account
    • Set up customized report functionality & appearance
    • Share your findings with clients and others
    • New Reports features and functionality

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Reporting

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