# How to Create a Custom Report in Xero

> 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.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-custom-report-in-xero/
Apps: Xero
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3694ab56e05a00fdb5be/preview?step=1

## Steps

1. On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
2. Choose 'Reports' from the list of options.
3. After that, find and open the report you wish to use.
4. Review the content of the selected report, then make your desired changes.
5. Once done, navigate to the bottom-right section and click 'Save As'.
6. Subsequently, enter your preferred custom report name into the provided input field and click 'Save' to proceed.
7. After completing these steps, your Xero custom report will be created and saved.