Add a cover page or contents page to a report template

Include a cover page or table of contents in a report template at the practice level.

Report templates are now located in Xero HQ, you can still access them via the Reports tab in either My Xero Partner Edition or Xero HQ. For more details about Xero HQ and how to switch from Xero HQ to My Xero Partner Edition see Frequently asked questions about Xero HQ.

Include a cover page

  1. In the header, click the list icon Image showing the List icon..
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Go to Reports.
  4. Open the report template.
  5. Click Options, then select Publishing.
  6. Select the Cover Page checkbox.
  7. Click Update.

Include a table of contents page

  1. In the header, click the list icon Image showing the List icon..
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Go to Reports.
  4. Open the report template.
  5. Click Options, then select Publishing.
  6. Select the Contents Page checkbox.
  7. Click Update.