Remove a report template from client organisations

Return a template to draft so it's no longer accessible in your practice's client organisations.

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.
  1. In the header, click the list icon Image showing the List icon..
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Go to Reports.
  4. On the Ready to Use tab, find the report template you want to move to draft.
  5. Place your cursor on the far right of the report template until the arrow appears, then select Move to Draft.

    Image showing user clicking 'Move to Draft' from a dropdown menu to the right of the Ready to Use menu.

    The template will move to the Draft tab at the practice level. It won't be available to use in client organisations any more.