Publish a report

Save a draft report to the Published tab as a read-only, final version. You can only publish reports if you have the Advisor user role. You can publish a report from the Drafts tab or from within the report itself.

Published reports are only visible within your Xero organization to user roles with access to view published reports.

Publish a report from the Drafts tab

  1. Go to Reports, then click All Reports.
  2. Select Drafts.
  3. Click the menu icon menu icon to the right of the report you want to publish, then select Publish.

    Image showing user clicking Publish from the menu alongside a report on the Drafts tab.

  4. Set up print styles for the report. Options vary depending on the type of report.
  5. Click Save or Publish.

Publish a report from within the report itself

  1. On newer reports, click Save As, then select Published. If you see a Publish button, click Publish instead.

    Image showing Save As menu with Published selected.

  2. Set up print styles for the report. Options vary depending on the type of report.
  3. Click Save or Publish.