Work with archived reports

View, export, restore and delete archived reports on the Archived tab.

Only users with an Adviser user role are able to restore or delete an archived report.

View archived reports

  1. Go to Reports, then click All Reports.
  2. Click Archived to view the list of archived reports.
  3. Click the report name to view an individual archived report.

Xero displays any summaries or comments saved with the report.

Export an archived report to Excel, PDF or Google Sheets

  1. Go to Reports, then click All Reports.
  2. Click Archived to view the list of archived reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then click your preferred export option:
    • Export to PDF
    • Export to Google Sheets
    • Export to Excel
  4. Open, save or print the file as you need.

Restore an archived report

Restore an archived report by moving it back to the Published tab.

  1. Go to Reports, then click All Reports.
  2. Click Archived to view the list of archived reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then click Move to Published.

Delete an archived report

Deleting is permanent. A deleted report can't be viewed or restored later.

  1. Go to Reports, then click All Reports.
  2. Click Archived to view the list of archived reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then click Delete.