Get started with report templates in Partner Edition
Get started using the new report templates in Partner Edition, which are available alongside any existing report packs in your practice.
You can still run and create report packs the old way while your practice is setting up the new report templates.
You need 'Edit report templates' permission before you can create or edit report templates in My Xero. Someone with Principal or Practice Administrator permissions in your practice needs to give you this.
Set up staff access to report templates
Once you've got access, you will get to practice-wide templates as follows:
- In the header, click the list icon , then select My Xero.
- Click Reports.
To access your old report pack templates, click View Old Packs.
You can access any new 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.
Both new report templates (if any have been created) and your old report pack templates will be available from the same screen.