Remove a report template from client organisations

Return a template to draft so it's no longer accessible in your practice's client organisations.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.
  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. On the Ready to Use tab, find the report template you want to move to draft.
  5. Place your cursor on the far right of the report template until the arrow appears, then select Move to Draft.

    Image showing user clicking 'Move to Draft' from a dropdown menu to the right of the Ready to Use menu.

    The template will move to the Draft tab at the practice level. It won't be available to use in client organisations any more.