Publish a report template

Save a set of reports as published in a client's Xero organisation using your practice's report templates. You can set up print styles and cover and contents page options before you save as published.

Once you've published a report template, anyone with access to published reports in your client's organisation can view it.

  1. In the Reports menu, select All Reports.
  2. Select Adviser.
  3. Select the report template you want to use.
  4. Click Publish.
  5. Under Cover page, change the title, date or report preparer if needed. If you don't want a cover page, deselect the Include cover page checkbox.
  6. To delete, rename or exclude a report from contents, under Contents, click Edit alongside the report and select the option you want.
  7. Under PDF Styling, select a style and title colour.

    Default styling features the organisation's logo on each page. You can choose a colour to use on the title of each page.

    Custom style has no logo but lets you choose a title colour.

    Plain style has no logo and uses black font on report titles.

  8. Under Numbers, select whether to hide or show decimals.
  9. Click Save.

Reports excluded from the contents at publishing become the last pages of the exported PDF file.