How to Export Data From Xero Reports

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to export report data from Xero in just a few clicks.

Quick summary

Xero lets you export report data directly from the Accounting menu in just a few steps. Select any report, click the Export button, and instantly download your data in your preferred file format.

Steps

On Xero's main dashboard, go to the top menu bar and click Accounting.
Select Reports from the list of options.
Find and select the report that contains the data you want to export.
Tap the Export button at the bottom-right corner to proceed.
Pick your preferred file format (such as PDF).
The data from the selected Xero report will be exported instantly.

📌 Why this matters

Exporting data from Xero reports gives finance teams and accountants instant access to structured financial data in portable formats like PDF, making it easier to share budget summaries and other reports with stakeholders outside the platform. Xero's built-in export feature eliminates the need for manual data entry or third-party tools, saving time and reducing errors. Whether you need to export a Budget Summary or any other accounting report, Xero's Reporting module provides a fast, reliable way to get your financial data where it needs to go.

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