Create report layouts within report packs in Partner Edition

Customise layouts for report packs: move and group report codes in the Profit and Loss, Balance Sheet and Movements in Equity reports and create customised text layouts for other reports.

You currently have a choice between the existing report packs and their replacement, the new report templates. This page provides information on using the old report packs in Xero.
Report packs are now located in Xero HQ, but they can be accessed through the Reports tab in either My Xero Partner Edition or Xero HQ. For details on how to switch from Xero HQ to My Xero Partner Edition see Frequently asked questions about Xero HQ.

Create a new report layout

Whether you're creating a new report pack or editing an existing one, use the steps below to make your own customised layouts.

  1. In the header, click the list icon .
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Select Reports.
  4. Click View Old Packs.
  5. Click New Report Pack to create a new pack from scratch or copy an existing one.
  6. In the report pack, click Add a Report and use the report drop-down to add the reports you need if they are not in your report pack already.
  7. To create your own text report from scratch, select User Defined Report.
  8. Click Options next to the report you want to work on.
  9. Select Create New Layout.
  10. Layout name: give your new layout a name.
  11. (Optional) Layout Description: add a description to explain your intended use for the layout.
  12. When you've made your changes, scroll to the bottom of the screen to Save or Cancel.

Your new layout for this report will be available for anyone in your practice when they create or edit report packs.

Customise report code layouts

You can customise the report code layout on the following standard management reports within the report pack:

  • Movements in Equity.
  • Profit and Loss.
  • Balance Sheet.

Do this when you are creating a new report pack (or copying and editing an existing one).

Anyone in your practice who has the Adviser user role can create a layout or make changes to any existing layouts (even if they didn't originally create them).

Click Options to the right of one of these three reports

  • Choose Create New Layout to create a new layout from scratch.
  • Choose Edit Layout to edit an existing customised layout. This option won't be displayed unless you have selected one of your practices customised layouts for this report.

Group codes on the Data tab

Create a group for report codes to be sorted and subtotalled by:

  1. Create a new report code layout.
  2. On the Data tab, do one of the following to create the group:
    • Check the boxes next to the report codes you want to group together and click Group codes...
    • Click Add group... to then move codes into the group.
  3. Enter a name for the group.
  4. Select the existing group you wish to place the new group within.
  5. Tick the boxes to select your preferred display options. Select:
    • Show opening balances (if available) to show an opening balance for all the report codes and subgroups within the group.
    • Show by account names to display by report code names with a breakdown of mapped accounts underneath each.
    • Show summary only to show only the top level account groups.
  6. Click OK to save your report code group or Cancel to go back to the previous screen without saving.
  7. If you are ready to save the layout, make sure you have entered a name for the layout in the Layout Name field.
  8. Scroll to the bottom of the screen to Save or Cancel.

Move report codes

Move report codes out of their existing group into another when customising layouts for the Profit and Loss, Balance Sheet and Movements in Equity reports.

Using the Move button:

  1. Create a new report code layout.
  2. On the Data tab, check the boxes next to the report codes you want to move and click Move.
  3. From the drop-down, select the group you want to move the codes into.
  4. Click OK to move the report codes (or Cancel to return to the previous screen without moving the codes).
  5. Scroll to the bottom of the screen to Save or Cancel.

Using drag and drop:

  1. Create a new report code layout.
  2. On the Data tab, select the grab handle to the left of the report code(s) or group you want to move.
  3. Drag to where you want the codes to appear and let go when your cursor is in the right place.
    • To drag code(s) to another position in the same level, let go when the cursor is where you want the code(s) to go in relation to the single blue line (above or below it). In the image below, we are inserting Other Current Assets below Cash and Bank Balances.

    • To move code(s) into another group, let go when two blue lines appear either side of your chosen group. In the image below, we are inserting Other Non Current Assets into the Intangibles group.

  4. When you are ready to save the layout, make sure you have entered a name for the layout in the Layout Name field.
  5. Scroll to the bottom of the screen to Save or Cancel.

Once changes have been made, Save template as draft or ready to use.

Edit report code groups

When creating or editing a report layout, click Edit Group to the right of an account group. Enter a group name, and select one of the following options:

  • Show the opening balance of the account group. (Only available for the Balance Sheet and Movements in Equity report).
  • Show by account names. This will display by report code names with a breakdown of mapped accounts within this group.
  • Show the accounts by top level summary only: to show a summarised total for the group.

Apply a layout to a report

Apply any default or customised layouts to reports within report packs.

  1. In the header, click the list icon .
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Select Reports.
  4. Click View Old Packs.
  5. Open the report pack you want to modify.
  6. Click Options next to the report.
  7. Click Select a Layout.
  8. Select a layout from the list of Xero's default layouts and any created by your practice.
  9. Click Apply Layout.

Delete a layout

You can delete any customised layouts that have been created by someone in your practice. Xero's default layouts cannot be deleted.

  1. In the header, click the list icon .
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Select Reports.
  4. Click View Old Packs.
  5. Open any report pack with that layout applied.
  6. Click the Options button next to a report which uses that layout and either select Edit Layout or Select a Layout.
    • If you select Edit Layout, you can click the Delete Layout button at the bottom of the layout screen.
    • If you select Select a Layout, you can click the 'X' next to the customised layout you want to delete.

  7. A pop-up will let you know which report packs are using the layout, if any. Confirm you want to delete by clicking Yes, or click No to cancel.

Edit a layout

Editing a customised layout allows you the same options as when you are creating a new report layout.

This option is only available if a customised layout is currently selected for this report. You can't edit Xero's standard default layouts.

  1. In the header, click the list icon .
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Select Reports.
  4. Click View Old Packs.
  5. Open any report pack with that layout applied.
  6. Click the Options button next to a report which uses that layout and select Edit Layout.
  7. Once you've modified a report layout, click Save. You will be notified which report packs are currently using that layout in your practice (if any).
  8. Click Save to confirm you want to save the new layout. Any report packs listed as currently using the layout will be updated to use this layout.