Xerocustomreport

Exportandprintareport·Createreusablecustomreportlayouts·Create,copyorpreviewareporttemplate·Accessandbrowsereports ...,IntheReportsmenu,selectReportBuilder.·SelecttheCustomreportstab.·Findandopenthereportyouwanttocopy.·HoveroverOptions, ...,Saveareportlayoutasacustomreportsoyoucanreuseitinthefuture.Ifyoupreferyourcustomreportlayouttotheoriginal ...,Learnhowtocreateanewreporttemplateforyoupract...

參考資訊如下
Create and publish a report

Export and print a report · Create reusable custom report layouts · Create, copy or preview a report template · Access and browse reports ...

Create reports with Report Builder in Practice Manager

In the Reports menu, select Report Builder. · Select the Custom reports tab. · Find and open the report you want to copy. · Hover over Options, ...

Create reusable custom report layouts

Save a report layout as a custom report so you can reuse it in the future. If you prefer your custom report layout to the original ...

Create, copy or preview a report template

Learn how to create a new report template for you practice, either by copying an existing one, or starting from scratch.

Edit or duplicate a report

In the Accounting menu, select Reports. · Select the Custom or Drafts tab. · Find and open the report you'd like to edit. · Make your changes ...

How to Customize Reports in Xero

2024年1月18日 — To reuse the report's layout and formulas for future reports, click Save As and select Custom. This saves it as a custom report template ...

Ultimate Guide to Xero Reporting

2023年6月13日 — You can create a custom report from scratch using the Blank Report (Accounting section). Another option is to change the layout of an existing ...