September’s Xero tips and tricks – setting up report packs
Did you know that Xero allows you to create custom report packs? This powerful feature lets you bundle together key reports into one cohesive package, making it easier than ever to access the information you need. Whether you’re pulling together management accounts or preparing for year-end, you can save time by grouping your most frequently used reports into a single, organised pack.
No more sifting through individual reports – just one click, and you’ve got everything you need at your fingertips. Streamline your workflow and ensure consistency in your financial reporting with Xero’s Report Packs. Give it a try today! These large report packs may take some time to set up but will pay back in dividends.
How to set up a report pack
Step 1 – navigate to the report dashboard
Step 2 – locate the management report // press on the three dots and ‘create new report pack’
Step 3 – add reports to the pack and tailor as required
Step 4 – save as a custom report pack to run at the click of a button
