Add a cover page or contents page to a report template
Include a cover page or table of contents in a report template at the practice level.
You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.
Include a cover page
- In the header, click the list icon
.
- If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
- Go to Reports.
- Open the report template.
- Click Options, then select Publishing.
- Select the Cover Page checkbox.
- Click Update.
Include a table of contents page
- In the header, click the list icon
.
- If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
- Go to Reports.
- Open the report template.
- Click Options, then select Publishing.
- Select the Contents Page checkbox.
- Click Update.