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 review key performance indicators about your business and customise reports to display the information you want to see. This course covers topics in 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.
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Review key financial performance indicators about your business.
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Edit report settings to show the financial data you want to see.
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.