Скачать или смотреть 2 Ways to Customise Reports in Xero (2026 Tutorial)

2 Ways to Customise Reports in Xero (2026 Tutorial)

Customising reports in Xero in 2026 allows you to tailor financial reports to match your business needs, improve clarity, and gain better insights from your data. Xero provides flexible tools to adjust layouts, filters, and calculations.

Way 1: Edit the report layout

–Log in to your Xero account
–Go to Accounting → Reports
–Open the report you want to customise
–Click Edit Layout
–Rearrange rows and columns as needed
–Add or remove sections
–Rename headings for clarity
–Click Save to keep your custom layout

Way 2: Use filters and custom formulas

–Open a report from Accounting → Reports
–Apply date ranges and comparison periods
–Use tracking categories to filter data
–Add custom formulas for specific calculations
–Adjust columns to show only relevant information
–Save the report as a custom report

Tips for customising reports effectively:

•Save custom reports for quick access in the future
•Use clear report names to avoid confusion
•Apply tracking categories for deeper insights
•Review reports regularly to ensure accuracy
•Export customised reports to PDF or Excel when needed

Using these two methods, you can easily customise Xero reports in 2026 to better understand your business performance and make informed financial decisions.