Add a client report field for use in report templates

Create placeholders for information that varies from client to client, such as names of company directors.

  1. Select the list icon Image showing the List icon., then the My Xero option.
  2. Select Reports.
  3. Click Report Fields.
  4. Click Add Report Field.
  5. Select Client field, name the report field, then add the optional prompt for your practice staff.

    Image showing the Add Report Field pop-up.

  6. Click Save.

Next steps

To add the field to a report template, open the report template from the Reports tab in My Xero, then:

  1. Add a text block or open an existing one to add it to.
  2. Add the report field to the text block.

At the client level, you can then customise the report field for each client.