Customize a client report field

Enter details specific to your client to display in report templates using client report fields.

Before you begin

Make sure you've added the client report field and inserted it into the report template you need for this client.

Enter your client's details in the client report field

  1. Log into your client's organization in Xero.
  2. Click Advisor, then select Report Fields & Schedules.
  3. On the Fields tab, click the field you want to populate.
  4. Enter this client's information.

    Image showing client report field populated.

  5. Click Save.