Copy and edit a published report

Xero's new style of reports can be copied and used as the basis for a new report, even after you've published them.

The instructions on this page apply only to Xero's new reports.

Get started with new reports

Copy and edit a published report

  1. On the Reports menu, click All Reports.
  2. From the Published tab, select the report you'd like to copy.
  3. Scroll to the bottom of the published report, then click Copy & Edit.

From here, you can edit the report, then save, export or publish as usual.