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.

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.
  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. Click Report Fields.
  5. On the Client Fields tab, click New Client Field.
  6. Name the report field, then in Description, add the optional prompt for your practice staff.

    Image showing client field information.

  7.  Click Save. To add another report field, click the arrow next to Save and select Save & add another.

Next steps

To add the field to a report template, open the report template from the Reports tab, then:

  1. Add a text block or open an existing one to add it to.
  2. Add the report field to the text block.

At the client level, you can then customise the report field for each client.