Saving and Sharing Reports in Xero

Saving and sharing reports in Xero is essential for keeping records, collaborating with team members, and sharing financial insights with stakeholders. Here’s how to save and share reports in Xero:

Saving Reports:

1. Log In to Xero:
   • Start by logging in to your Xero account using your credentials.
2. Access the “Accounting” Section:
   • From the Xero dashboard, navigate to the “Accounting” section in the left-hand menu.
3. Choose “Reports”:
   • In the “Accounting” section, select the “Reports” or “Reports Overview” option.
4. Select and Customize the Report:
   • Locate the report you want to save (e.g., Profit and Loss, Balance Sheet, Cash Flow Statement) and click on it to open it.
   • Customize the report settings if needed (e.g., date range, account selection, layout).
5. Generate the Report:
   • After customizing the report, click the “Update” or “Run” button (the specific label may vary) to generate the report based on your selected criteria.
6. Save the Report:
   • Once the report is displayed on your screen, you’ll typically find a “Save” or “Save As” option. Click this option to save the report. You may be prompted to choose a location or specify a name for the report.
7. Specify Report Name and Location:
   • Choose a descriptive name for the report that will make it easy to identify later. You can also specify the folder or location where you want to save the report.
8. Confirm and Save:
   • Confirm your choices and click the “Save” or “Confirm” button to save the report. Xero will typically store the report in your Xero account.

Sharing Reports:

1. Log In to Xero:
   • Log in to your Xero account using your credentials.
2. Access the “Reports” Section:
   • Navigate to the “Accounting” section and select “Reports” or “Reports Overview.”
3. Locate the Saved Report:
   • Look for the report you want to share in the list of saved reports. Click on it to open it.
4. Share the Report:
   • In most cases, you’ll find a “Share” or “Email” option within the report interface. Click on this option.
5. Specify Recipients:
   • Enter the email addresses of the recipients you want to share the report with. You can send it to one or multiple recipients.
6. Compose a Message (Optional):
   • Include a message or note to accompany the report. This can be helpful to provide context or instructions to the recipients.
7. Set Access and Permissions:
   • Depending on your Xero settings, you may be able to specify whether the recipients can view the report only or also make changes to it. Configure access and permissions as needed.
8. Send the Report:
   • After specifying the recipients, message, and access settings, click the “Send” or “Share” button to send the report via email.
9. Confirmation and Tracking:
   • Xero will typically provide a confirmation message, and you may receive email notifications when the report is successfully shared and when recipients access it.

By following these steps, you can save and share reports in Xero, allowing you to maintain records and collaborate effectively with your team and stakeholders.

In summary, Xero and a proficient bookkeeper for small business form a powerful partnership, offering comprehensive financial solutions that benefit small business owners and their financial health.