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.

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., then select My Xero.
  2. Click Reports.

Image showing new report templates screen in My Xero with an option to view the old report pack templates.

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

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.

  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 new report templates (if any have been created) and your old report pack templates will be available from the same screen.