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Seminar Overview

This training program is designed for business owners or accounting professionals who possess a foundational understanding of Xero. Led by our skilled Xero specialist, this session will walk you through the diverse range of reports accessible in Xero, along with insights into Activity Statements.

Upon completion of this training, you will gain a comprehensive understanding of the crucial financial reports offered by Xero. This knowledge will empower you to effectively utilise this information, enabling precise financial management for your business.


Please Note: This course assumes knowledge covered in our Xero Essentials (XERO101) program.

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Course Outline

  • Reports

    • Understand Reports

    • Report templates

    • Save a Report

    • Publish a Report

    • Export a Report

    • Report Layout

    • Creating a Budget

    • Import a Budget

    • Export a Budget

    • Payroll Report

  • Profit and Loss

    • Understand your Profit and Loss

    • How to customize your Profit and Loss

    • How to run Profit and Loss with tracking categories

    • How to create comparative reports over multiple periods

  • Balance Sheet

    • Understand your Balance Sheet

    • How to customize your Balance Sheet

    • Fixed assets and depreciation

  • Activity Statement

    • Understand Chart of Accounts GST codes

    • Understand Financial Settings

    • Simplified BAS

    • Complete Business Activity Statement

    • Complete Instalment Activity Statement

  • How to read your cashflow report

    • Different type of cashflow reports

  • Prepare Financial Statements in Xero

    • How to prepare financial statements for end of year and interim reports

Suggested Participants

This training is perfectly suited for individuals already familiar with Xero, particularly those engaged in the financial aspects of business accounting. If you're looking to refine your proficiency in Xero reporting, this program is tailored to meet your needs and enhance your reporting skills within the platform.

Upcoming Dates

Thursday, 11 April 2024 – 1pm – 4pm AEST

Inhouse Session – Would you like us to come to you? Request a quote today.


Want your whole team to attend this seminar? Contact us to enquire about an in-house training session. 

We come to you to deliver the training, we can even personalise the content to be specific to your oganisation.

Book an in-house session?



Xero Reports & Activity Statements

Get to know Xero reports inside out and excel in your business



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