It is very easy to create a custom report in Xero. Here’s a short tutorial on how to do it in simple steps:
- On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
- Choose 'Reports' from the list of options.
- After that, find and open the report you wish to use.
- Review the content of the selected report, then make your desired changes.
- Once done, navigate to the bottom-right section and click 'Save As'.
- Subsequently, enter your preferred custom report name into the provided input field and click 'Save' to proceed.
- After completing these steps, your Xero custom report will be created and saved.
