Get started with report templates
Get started using report templates, which are available alongside any existing report packs in your practice.
Use report templates alongside existing report packs
You can still run and create report packs the old way while your practice is setting up the report templates.
Access report templates
You need 'Edit report templates' permission before you can create or edit report templates. Someone with Principal or Practice Administrator permissions in your practice can give you this.
Once you've got access, you'll get to practice-wide templates as follows:
- In the header, click the list icon .
- If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
- Go to Reports.
Access report templates in a client's Xero organisation
You can run any report templates created in your practice from within a client's Xero organisation as follows. You don't need 'Edit report templates' permission to do this.
- In the Reports menu, select All Reports.
- Select Adviser.
- Select the report template you want to use.