Reorganise contents of a report template

Reorder or remove reports within a report template at the practice level.

Report templates are now located in Xero HQ, you can still access them via the Reports tab in either My Xero Partner Edition or Xero HQ. For more details about Xero HQ and how to switch from Xero HQ to My Xero Partner Edition see Frequently asked questions about Xero HQ.

To edit report template contents:

  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 on the name of the first report, then click Edit.

You can now reorder or remove reports to customise your template.

Reorder reports

Click on each report you want to move and drag it into place.

Image showing reordering reports by clicking and dragging.

Remove reports

Click on the X to remove a report.

Image showing hover over x to remove a report from pack.