Add a text block to a new report

Add text to one of Xero's new reports, apply basic formatting and insert tables. The steps are slightly different depending whether the report is one of the financial reports (the Profit and Loss, Balance Sheet, or Statement of Changes in Equity report), or another new report, such as the new Account Transactions report.

Add a text block to a new financial report using the layout editor

  1. On the report you want to add the text block to, click Edit Layout.
  2. Click the text block icon Image of the text block icon..
  3. Inside the text block, enter the text you would like to add to the report.

    In the panel on the right-hand side, choose your formatting options or click the table icon Image of grid icon that represents a table. to insert a table.

  4. Move the text block up or down on the report using the arrows at the top of the screen.
  5. When you've finished with the text block, click Done.

Add a text block to a new non-financial report

  1. On the report you want to add the text block to, click Insert Content, then select Text Block.
  2. Inside the text block, enter the text you would like to add to the report and format using the buttons along the top.

    Click the table icon Image of grid icon that represents a table. to insert a table.

  3. When you've finished with the text block, click Done.