Reorganise contents of a report template
Reorder or remove reports within a report template at the practice level.
To edit report template contents:
- Select the list icon , then the My Xero option.
- Select Reports.
- Open the existing report template.
- Click on the name of the first report, then click Edit.
You can now reorder or remove reports to customise your template.
Click on each report you want to move and drag it into place.
Click on the X to remove a report.