Use and customise report schedules within report packs

Add schedules to your report pack templates and set up and customise schedule groups at the client level.

You currently have a choice between the existing report packs and their replacement, the new report templates. Report pack templates are only available within Xero's Partner Edition.
You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.

Add a report schedule to a report pack template

Once you have added a schedule placeholder, you can add it to report pack templates. A schedule placeholder can go into any report which has an editable layout.

  1. If you have opted into Xero HQ, go to Xero HQ, otherwise go to My Xero.
  2. Select Reports, then click View Old Packs.
  3. Click on the report pack template you want to insert the schedules into.
  4. Find or add the report you want to add the schedules to.
  5. On a report with a Data tab for report code layouts, you need to select the Text tab to see the Add Schedule button.
  6. From the Options drop-down, select Edit Layout.

    Select 'Edit Layout' from the Options drop-down.

    If you don't have a customised layout already selected for this report, you will need to select one first.

  7. Click Add Schedule, then select which schedule you want to add.
  8. Click Add Schedule to add it to the bottom of the report.

Once you have added the schedule, move and edit it within a report in the same way as text blocks.

Set up schedule groups in your client organisations

If you have access to more than one practice, you can use a report schedule from any of your practices inside any Xero organisation, regardless of whether the organisation is a member of that practice.

Add individual schedules to a group on the Schedules tab

  1. Go to your client organisation.
  2. In the Settings menu, select General Settings.
  3. Under Reports, select Report Fields & Schedules.
  4. Select the Schedules tab.
  5. Click on the schedule group you want to modify or add schedules to. Before you add schedules to them, a schedule group won't contain any schedules.
  6. To add a new schedule to the group, click Add Schedule.
  7. Enter a name for the individual schedule.
  8. Select from the options which type of list you want. You can choose a simple list of either credit or debit entries, or a split list (Plus / less), allowing you to show more or less accounts on the report.
  9. Click OK or OK & add another to add the schedule to the group.

Add accounts to report schedule groups

Once you have added individual schedules to a schedule group, you need to add accounts to each schedule in the group, and give each a display name specific to that schedule.

  1. Go to your client organisation.
  2. In the Settings menu, select General Settings.
  3. Under Reports, select Report Fields & Schedules.
  4. Select the Schedules tab.
  5. Click on the schedule group you want to modify.
  6. Click on report schedule group to modify it.

  7. Click Add Schedule to add each individual schedule.
  8. Add a line for each account you need in the schedule.
    • In a simple list, click Add Item to add each account line.
    • In a split list, click Add plus item to add an account to the plus section or Add less item to add an account to the less section.
  9. To edit lines, select an account from the chart from the drop-down, and add a display name.
  10. Use the Options drop-down to:
    • Exclude or include totals.
    • Exclude or include opening balances (Choosing to show opening balances means Xero will only show movement in the accounts, not the closing account balances).

    • Delete that schedule.
  11. Click Save (to save and exit the screen). You can also Save & continue editing or Save as template. If you save a schedule as a template, it will be available to all users in your practice.

Use a template schedule

Template schedules are based on schedules you have already created. You will need to save a schedule group as a template before you can use a template schedule.

  1. In the Settings menu, select General Settings.
  2. Under Reports, select Report Fields & Schedules.
  3. Select the Schedules tab.
  4. Click on a schedule 'group' which shows as having 0 schedules.
  5. Click Use Template.
  6. Select the template you want to use.
  7. Click Apply Template.

From here, you can add or remove accounts and change display names as needed. If any accounts in the template aren't available in this organisation, you will be prompted to select a different account.