Creating New Reports

How to create a new report utilising your Xero Practice Manager data .

Open the Custom Reports Menu

Open the Custom Reports Menu

From the Dashboard Menu click on

  1. Reports
  2. then click on Custom Reports

Add New Customer Report

Add New Customer Report

Click on the grey Add Customer Report button to add a new report.

Choose the Report Type

Choose the Report Type
  1. In the Type tab, click the Contacts Only radio button.
  2. Click the blue Next button

Choose Data Fields

Choose Data Fields

In the Fields tab under Data Fields tick the check boxes:

  1. City
  2. First Name
  3. Last Name

Choose Contact Detail Fields

Choose Contact Detail Fields

Still in the Fields tab under Contact Detail Fields, tick the check box:

Email 1 (Primary)

Choose Filter Criteria

Choose Filter Criteria

In the Filter Criteria tab, set up two filters:

  1. Filter 1: City contains "[CITY NAME]"
  2. Filter 2: Customer Type equals Customer
  3. Click on the blue Generate Report button to generate your report

NOTE: How to exclude prospects - you need to include the filter Customer Type = Customer. Therefore the report will exclude Customer Type = Prospect.

View and Save Your Report

View and Save Your Report
  1. Click on the Results Tab to view the generated report.
  2. Then click on the Save tab
  3. Type in a name for your report in the Report Name field
  4. Click on the blue Save Report button.

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