Add a cover page or contents page to a report template

Include a cover page or table of contents in a report template at the practice level.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.

Include a cover page

  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. Open the report template.
  5. Click Options, then select Publishing.
  6. Select the Cover Page checkbox.
  7. Click Update.

Include a table of contents page

  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. Open the report template.
  5. Click Options, then select Publishing.
  6. Select the Contents Page checkbox.
  7. Click Update.