Get started with report templates in Partner Edition
Get started using the new report templates in Partner Edition, which are available alongside any existing report packs in your practice.
Use the new report templates alongside existing report packs
You can still run and create report packs the old way while your practice is setting up the new report templates.
Access report templates in My Xero
You need 'Edit report templates' permission before you can create or edit report templates in My Xero. Someone with Principal or Practice Administrator permissions in your practice needs to give you this.
Once you've got access, you'll get to practice-wide templates as follows:
- In the header, click the list icon , then select My Xero.
- Click Reports.
Access report templates in a client's Xero organisation
You can access any new 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.
- In the Reports menu, select All Reports.
- Select Adviser.
- Select the report template you want to use.