Creating Custom Reports in Xero Using the layout editor
As you have seen in Chapter 13, Xero does a great job of giving you the basic reports. Now, they even have common formats – which we introduced in Chapter 13, (see Figure 13.10) – that you can choose and use immediately, but sometimes you need more. You may need to build a summary of Profit and Loss or a specialized schedule, which is like a report on certain balance sheet accounts, and all of that can be done with the layout editor, a reporting design tool embedded in Xero. So, to create custom reports, in this chapter, we will learn how to use the layout editor, customize basic reports, design a schedule using a blank template, and save reports. Let’s jump right in and take a look.
In this chapter, we’re going to cover the following main topics:
- Exploring the layout editor
- Customizing the basic report
- Starting from a blank slate
- Saving your reports
