How to Pull a Balance Sheet & Change Reporting Dates in Xero

Accessing your Balance Sheet in Xero is quick and simple once you know where to look. Follow the steps below—or watch our tutorial video, to view your financial position and adjust the reporting dates.

🎥 Watch the step-by-step video guide below.

How to Pull a Balance Sheet in Xero (Step-by-Step Guide)

Step 1: Go to Reporting

Click Reporting on the top navigation bar.
In many cases, your key financial reports will appear automatically. If not, continue with the steps below.

Step 2: Open All Reports

Click All Reports to view the full library of Xero reports.

Step 3: Locate the Balance Sheet

Scroll down to the Financial Statements section.
The first report on the right (just under Financial Statements) is the Balance Sheet.

Tip: Click the star icon next to the report to add it to your favourites for quick future access.

Step 4: Open the Balance Sheet Report

Click on the Balance Sheet to open it.

At the top-left of the report, you’ll see the reporting period date.
If it’s not the date you need, use the drop-down menu to select another timeframe.

You can also:

• Use the Custom Date option at the bottom

• Or click directly on the displayed date to edit it manually

Step 5: Compare Multiple Periods (Optional)

To view trends or compare periods, click Compare With next to the date box.
Choose the periods you want Xero to display side-by-side.

Step 6: Apply Changes

On the same line, on the far right, click Update.
This refreshes the report with the specific dates or comparison periods you selected.

Additional: Export Your Report

At the bottom-right of the screen, choose your export format:

• PDF

• Excel

• Google Sheets

• And more

Your Balance Sheet is now ready to save, share, or analyse.