How to Export Data From Xero Reports
- George Apostolov
How to Export Data From Xero Reports: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
Select 'Reports' from the list of options.
After that, find and select the report that contains the data you want to export.
Tap 'Export' at the bottom-right corner to proceed.
Subsequently, pick your preferred file format.
After completing these steps, the data from the selected Xero report will be exported instantly.
Quick answer: To export data in Xero, navigate to Accounting, select Reports, and open your desired report. Click Export at the bottom-right corner, then choose your preferred file format to instantly download the report data.
About this Xero tutorial
Download and save your Xero reports quickly by selecting Accounting, choosing a report, and exporting in your preferred format. This guide shows how to export Data From Xero Reports in 6 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the data from the selected Xero report will be exported i...". 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 export Data From Xero Reports?
6 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 Export Unreconciled Transactions in Xero, How to Find Deleted Transactions From Bank Accounts in Xero and How to Find Unreconciled Transactions in Xero. Last reviewed 05 Oct 2026.
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