Add a client report field for use in report templates
Create placeholders for information that varies from client to client, such as names of company directors.
- In the header, click the list icon .
- If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
- Go to Reports.
- Click Report Fields.
- On the Client Fields tab, click New Client Field.
Name the report field, then in Description, add the optional prompt for your practice staff.
- Click Save. To add another report field, click the arrow next to Save and select Save & add another.
To add the field to a report template, open the report template from the Reports tab, then:
At the client level, you can then customise the report field for each client.