Access and browse reports
Access the reporting area of Xero to run reports, and find draft, published or archived reports or use custom templates.
Access the full range of reports from All Reports under the Reports menu.
Browse for a report
The Drafts, Published and Archived tabs hold reports created by you or someone else in your organization.
- Drafts to access reports that have been saved as draft. Draft reports are editable, and can be deleted.
- Published to view reports saved as published. Published reports are read-only. They can only be deleted by someone with the Advisor user role, but can be archived by other users.
- Archived to view published reports that have been archived. You can restore archived reports.
- Custom for reports with custom settings someone has saved for your organization.
- Summary if you want to run a report from scratch.
Click the sort icon to change the order of your reports.
Search for a report
Select the type of report that you are looking for. For example, if you're looking for a report you saved as a draft, select the Drafts tab.
Enter your term in the search box. You can search for reports:
- By report name. For example, you could enter 'balance' if you are looking for a Balance Sheet.
- By a person's name (whoever prepared the report).