This guide outlines how to create and save a custom report in Xero, allowing you to efficiently reuse customised reports whenever needed.

Steps to Create and Save a Custom Report

1. Navigate to Accounting > Reports
2. Select a Standard Report
   • Choose a report from the standard reports available that fits your needs.
3. Customise the Report
   • Apply filters and customise the report as required.
   • Adjust date ranges, add or remove columns, group or summarise data, and set any additional preferences.
4. Save the Custom Report
   • Scroll to the bottom of the customised report, click Save As.
   • Choose Custom.
   • Enter a name for your report and click Save.

How to Find a Custom Report

1. Navigate to Accounting > Reports 
2. Select the Custom tab.