Work with published reports

View, copy and edit, export, archive or delete published reports on the Published tab.

Only users with an Advisor user role have the ability to copy and edit, archive or delete a published report.

View published reports

  1. In the Reports menu, select All Reports.
  2. Select the Published tab to view a list of published reports.
  3. Click the report name to view an individual published report. Xero displays any summaries or comments saved with the report.

Copy and edit a published report

By copying and editing a published report, you can use it as the basis of a new report. You can only copy and edit a published report if you have access to the practice that created it.

  1. In the Reports menu, select All Reports.
  2. Select the Published tab to view a list of published reports.
  3. Click the report name to view an individual published report.
  4. Click Copy & edit.

From here, you can edit the report, then save, export or publish as needed.

Export a published report to Excel, PDF or Google Sheets

  1. In the Reports menu, select All Reports.
  2. Select the Published tab to view a list of published reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then select your preferred export option:
    • Export to PDF
    • Export to Google Sheets
    • Export to Excel
  4. Open, save or print the file as you need.

Archive a published report

You can access an archived report from the Archived tab at a later date and restore it if necessary.

  1. In the Reports menu, select All Reports.
  2. Select the Published tab to view a list of published reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then select Archive.

Delete a published report

Deleting is permanent. You can't view or restore a deleted report at a later date.

  1. In the Reports menu, select All Reports.
  2. Select the Published tab to view a list of published reports.
  3. Click the menu icon An image of the menu icon to the right of the report, then select Delete.