How to Create a Custom Report in Xero
- George Apostolov
How to Create a Custom Report in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Choose 'Reports' from the list of options.
After that, find and open the report you wish to use.
Review the content of the selected report, then make your desired changes.
Once done, navigate to the bottom-right section and click 'Save As'.
Subsequently, enter your preferred custom report name into the provided input field and click 'Save' to proceed.
After completing these steps, your Xero custom report will be created and saved.
Quick answer: To create a custom report in Xero, click 'Accounting' in the top menu, choose 'Reports', and open your desired report. Review and modify the content, click 'Save As' in the bottom-right section, enter a custom name in the input field, and click 'Save' to finish.
About this Xero tutorial
Create and save custom financial reports in Xero by modifying an existing report and saving it with your preferred name. This guide shows how to create a Custom Report in Xero in 7 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, your Xero custom report will be created and saved". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Custom Report in Xero?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Create a Deposit Invoice in Xero, How to Create a Proforma Invoice in Xero and How to Delete a Bill in Xero. Last reviewed 05 Oct 2026.
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