Delete a client or practice report template field

Delete a client or practice report field set up for use in your practice's report templates.

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. Select the tab for the type of field you want to delete, Client Fields or Practice Fields.
  6. Click to open the report field you want to delete.
  7. Click Delete [Client/Practice] Field.
  8. Click Delete to confirm.