Add a practice report field for use in report templates

Create reusable snippets of information about your practice to speed up report template creation.

  1. Select the list icon Image showing List icon., then the My Xero option.
  2. Select Reports.
  3. Click Report Fields.
  4. Click Add Report Field.
  5. Select Practice field, name the report field, then add the content.

    To insert a table, click the Table icon Image of Table icon. and select the dimensions and header settings you need.

    To paste content from Microsoft Word, click the Paste from Word icon Image of Word icon. before you copy and paste from your Word document.

  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.