Give a report template a name and description for staff use

Change the name or description of a report template to better identify it within your practice.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.
  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.
  4. Open the existing report template.
  5. Click Options, then select Rename Template.
  6. Enter an internal name and description.
  7. Click Update.