This course is for small business owners, accountants, and bookkeepers who want to learn how to review and track financial performance using reports in Xero. You’ll learn to customise reports to display the information you want to see, create budgets to track business results and review key performance indicators about your business. This course is module 6 of the Xero professional certification.
Use reports to monitor business performance
By the end of this course, you will be able to:
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Access reports from the Xero report centre and Accounting menu.
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Edit report settings to show the financial data you want to see.
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Create budgets in Xero to compare to actual financial results.
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Review key financial performance indicators about your business.
Take a tour of Xero’s report centre to get to know the reports available to monitor your business performance and assess your business's financial health.
Learn to generate, customise, and save key Xero reports. Get the data you need to understand performance and make informed decisions.