Edit report settings in a report template

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

Report templates are now located in Xero HQ, you can still access them via the Reports tab in either My Xero Partner Edition or Xero HQ. For more details about Xero HQ and how to switch from Xero HQ to My Xero Partner Edition see Frequently asked questions about Xero HQ.

Open a report template at the practice level

  • In the header, click the list icon Image showing the List icon..
  • If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  • Go to Reports.
  • 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 the entire template in a button on the top right. Click to change the date settings.

    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.