There is a great way through Xero to quickly access reports that you generate and view regularly. If you view a report regularly and it is not showing in the main pulldown area of the ‘Reports’ Panel on the dashboard, you can action the below so it will show on the pull down panel:
https://help.xero.com/au/Report_ReportCentre$BK_ReportFav
This way you will not need to click into “All Reports” and find the document you want to generate. This will save you time and extra clicks!
Comments are closed.