Archive a report template

You can archive any report template created in your practice, or created by Xero. If you want to start using the template again, you can easily restore it.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.

About archiving report templates

  • An archived report template won't be visible on the Report Templates screen for any client organizations in your practice.
  • Any reports you created for clients using the archived template won't change.
  • You can still publish draft reports created with the archived template.
  • You can still view published reports created with the archived template.

Archive a template

  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. Hover over the line for the template and click the arrow which appears on the right.

    Image showing report name with hover arrow.

  5. Select Archive.

Archiving a template removes it from the Ready to Use or Draft tab, and adds it to the Archive tab.

Restore an archived template

  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. Click the Archive tab.
  5. Hover over the line for the template and click the arrow which appears on the right.

    Image showing report name with hover arrow.

  6. Select Ready to Use or Move to Draft.

The template is now available on the Ready to Use or Draft tab. If the template is on the Ready to Use tab, it's available in your client organizations in Xero.