Set or remove default from reports on the Custom tab

Set a custom report as the default so that your custom report will replace the standard report on the Summary tab or remove a default someone has already set.

Set a custom report as the default

When you set a custom report as the default, next time you access that report from the Summary tab, it will have the custom settings. You can run the custom version from the Custom tab as well.

  1. Go to Reports, then click All Reports.
  2. Click Custom.
  3. Click the arrow to the right of the report, then click Make Default.

Remove default from a custom report

When you remove the default, next time you access that report from the Summary tab, it will have the standard Xero settings. You can still run the custom version from the Custom tab.

  1. Go to Reports, then click All Reports.
  2. Click Custom.
  3. Click the arrow to the right of the report, then click Remove Default.

Image showing the Custom tab highlighted and user selecting 'Remove Default' from a drop-down next to the Balance Sheet.