Edit report settings in a report template in Partner Edition

Change default date range, report settings and layout within a report template at the practice level.

Open a report template at the practice level

  1. Select the list icon Image showing List icon., then the My Xero option.
  2. Click Reports.
  3. Select the report template you want to work on.
Any changes you make here will flow through to the client level.

Edit default date range for the template

You'll see the default date range for an entire template in a button on the top right. Click to change the date settings.

Image showing user clicking a button labelled 'Last Financial Year'.

Edit individual report settings or layout

From the contents menu, select the report you want to edit.

Image showing Compilation Report selected from a dropdown under the report template title.

Click Report Settings to:

  • Change accounting basis
  • Include or exclude columns
  • Hide decimals
  • Add comparison periods

In financial reports, click Edit Layout to access the layout editor.