Create Custom Report Packs in Xero

Learn how to access all the reports you need a lot quicker. Add them to a report pack and favourite the pack so you can access it quickly and easily.
This video tutorial for beginners shows you how to add a new report pack in Xero and add your most important reports.
See how to access your custom report pack and save it as a favourite so you can open it quickly every time.
Save time by customising your key reports in Xero and adding them into one pack that you can reuse again and again.
Check out my playlist to learn about customising and running reports in Xero: • Xero Reporting
Contents:
00:00 What is a report pack?
00:17 The key reports I run
00:54 Create a new report pack
01:29 Add reports to a pack
03:01 Customise reports in a report pack
05:43 Use a blank report
07:25 Save your custom report pack
08:00 Access custom reports
08:17 Favourite your custom reports for quick access

[@swangassociates]

what is the difference between your custom report pack and management report?

[@xeroguru]

Good question.
The management report (and bank reconciliation report) are both report packs with reports already selected.
The only difference is that you start from nothing with a blank report pack, but with the management report you start with a few reports.
If the management report is close to what you want, then start with that and customise it.
But if you want completely different reports, then it’s probably a little quicker to start with a blank report pack (so you won’t need to remove reports).

[@vandagraca5955]

Can you create an expense report by suppliers and their location for a financial year?

[@xeroguru]

@@vandagraca5955 I can think of a coupple of possible ways, IF you're using location as a tracking category:
(1) run the Payable Invoice Detail report, set the date rate for the financial year, and add a column for location (if location is one of your tracking categories)
(2) run the Account Transactions report, select all your expense items, select the period you want, group the report by contact, add a column for location (if location is one of your tracking categories)

[@vandagraca5955]

@@xeroguru​​⁠thank you so much for replying! It makes sense but my issue is that our trackers are the projects we have, not the location where services/materials are bought from! I’m wanting to run an expense report per location, to show how much money we have invested in certain areas of the country if that makes sense

[@xeroguru]

I think it depends on how you’ve recorded the location of each expense. If it’s just the address of the supplier then there’s no quick way. You’ve have to export a couple of different reports to Excel and combine information from one report with the address from another (using a VLOOKUP formula, or something similar).
How many locations do you have?
You could consider creating groups for your contacts (location 1, location2, etc). Then you’d be able to run a payable invoice report and show the location (group).
That’s definitely a workaround, but it might work well?