Get started with report templates

Get started using report templates, which are available alongside any existing report packs in your practice.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.

Use report templates alongside existing report packs

You can still run and create report packs the old way while your practice is setting up the report templates.

Access report templates

You need 'Edit report templates' permission before you can create or edit report templates. Someone with Principal or Practice Administrator permissions in your practice can give you this.

Set up staff access to report templates

Once you've got access, you'll get to practice-wide templates as follows:

  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.
To access your old report pack templates, click View Old Packs.

Access report templates in a client's Xero organisation

You can run any report templates created in your practice from within a client's Xero organisation as follows. You don't need 'Edit report templates' permission to do this.

  1. In the Reports menu, select All Reports.
  2. Select Adviser.
  3. Select the report template you want to use.

Image showing Adviser screen found with All Reports.

Both report templates and your old report packs will be available from the same screen.