XU Magazine - Issue 06

New reports in Xero: grouping, headers and adding notes.

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Written by Jeri Murphy

Throughout 2015, there were many updates to the reporting capabilities of Xero. In this XU Try-It Tutorial, I will take you through some of the New Reports features and how to use them. There are many great things about the older-style reports in Xero that seem on first glance to have been removed from the New Reports, but they are there – it’s just a matter of knowing how to do it in the New Reports. That’s what I am going to share with you in this tutorial…

As you may have seen in your Xero file, Xero reports are broken into two sections – the original reports are found under All and the newer reports under New Reports. Xero has been steadily upgrading its reporting functionality and workflows. Think of All Reports as Old Reports and you won’t miss out on any of the reports Xero has to offer.

With the new reports Xero has been rolling out, there are a number of things that can be done in New Reports that can’t be done in Old Reports. Here is a quick summary of the functionality of the New Reports in comparison to the Old Reports.

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About the author

Jeri Murphy

Jeri is the founder of JeriMurphy.com, creator of Become An Expert Bookkeeper, a 12-week online course for Xero users wanting to learn Xero to an expert level, and a successful cloud integrator focused on assisting product-selling businesses with inventory add-ons. Jeri is a qualified accountant and has been training to an expert level on Xero and numerous Addons for over 5 years.