Working with the older reports in the Adviser user role

How to add a summary or footnote, copy and edit a report and add drilled-down reports to a main report using Xero's older reports.

Add a summary to your report

Click Add a Summary to add a summary to your report. Your summary will display at the top of your report.

Image of Add Summary button at the top of a Profit and Loss report.

Edit a summary

Hover over the summary text box until the Edit button appears. Click Edit to open up the rich text editor.

Image showing user clicking Edit in the corner of a grey box on the Notes to the Financial Statements.

Use the rich text editor to edit your summary

You can use standard text formatting tools such as bold, italics and underline, bulleted or numbered lists. The following tools are also available:

  • Paste from Excel or Word
  • You can preserve some formatting (including tables) when you paste from an Excel spreadsheet or Word document.
    1. In Excel or Word, copy the content to your clipboard in your usual way (for example, Ctrl + C or Cmd + C).
    2. In the rich text editor, place the cursor where you would like to paste your content.
    3. Click the Paste button. Paste button.
    4. Use the key combination Ctrl + V (Windows) or Cmd + V (Mac) to paste your content into the pop-up window.
    5. Click OK to insert the content into the summary or note.
    6. Save.
  • Insert a table
    1. Click the Table button. Table button.
    2. Enter the number of rows and columns for the table.
    3. Select where any headers should go (first column, first row, both or none).
    4. Click OK.
    5. Save.
    You can alter table properties after you've inserted a table (including one you've pasted from Word or Excel). Use Right-click (Windows) or Cmd + click (Mac) and select Table Properties.
  • Edit a table
    1. Place the cursor in the table you want to edit.
    2. Right-click (Windows) or Cmd + click (Mac) to bring up table editing options.
    3. From this menu, you can do the following:
      • Paste from Word or Excel: select Paste.
      • Insert or delete a row or column: select Row or Column.
      • Delete the entire table: select Delete Table.
      • Change header placement or the number of rows or columns: select Table Properties.
    4. Save.
    When you print to PDF, all tables (including those you've pasted from Word) will have the same default Xero format, with one column aligned to the left and all other columns aligned to the right. This cannot be changed.
  • Edit title and numbering
    1. Click into the grey text block to make the title line editable.
    2. Click to change or remove the title or numbering.
    3. Save.

    Image showing user highlighting the  title of the text block in order to edit it.

Delete a summary

To delete a summary, click the X button.

Add a footnote

  1. Click next to a figure or account name that you want to link to a footnote.
  2. Select Add footnote from the drop-down menu.

    Image showing add footnote menu

    A number will appear next to the figure or account name linking to a new Notes box at the bottom of the report.

  3. In the Notes box, enter your footnote.
  4. Click Save.

Add detail reports to main report

If you have clicked into a figure or account name on a report to see some details, you can attach this detail report to the main report.

To add a detail report to the main report:

  1. Open the detail report you want to attach.
  2. Click Add to Report to add the detail report to the main report.

Example of adding tabs to the Balance Sheet

  1. From the Balance Sheet, click on an Accounts Receivable figure to get an Account Transactions report for the Accounts Receivable account (current or previous period).
  2. Click Add to Report to add it to the Balance Sheet.
  3. Click on a figure for Current Year Earnings to get to the Profit and Loss report for the current or previous period.
  4. Click Add to Report to add it to the Balance Sheet.
  5. Your Balance Sheet now has two additional tabs: Account Receivable Transactions and Profit and Loss.

Image showing report tabs after using Adding to Report button

If you're saving a report that has detail reports added to it, your draft report will include the detail reports.

Copy and edit a published report

This allows you to reuse footnotes or summary text from the original report as well as the original report settings, such as dates.

  1. Go to Reports, then click All Reports.
  2. Go to the Published tab and click to open your published report.
  3. Click Copy & edit.

You can then make whatever changes you need to the copied report.

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