Export a client's report template to a printable or spreadsheet format

Produce a set of reports for a client in a printable or spreadsheet file using your practice's report templates.

  1. In the Advisor menu, select Report Templates.
  2. Select the report template you want to use.
  3. Click Export, then select the format you need.

PDF or Microsoft Excel format files will download in your browser ready for you to open, print or save to your computer.

If you choose Google Sheets, you may need to log in to Google Drive. If you don't see the prompt or the exported report, check that your browser allows popups before trying again.

When you authenticate your connection to Google Drive and export to Google Sheets, it connects your Google account with your Xero account. You can break this connection at any time.

Disconnect Xero from Google Sheets