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.

Include a cover page

  1. Select the list icon Image showing the List icon., then the My Xero option.
  2. Select Reports.
  3. Open the report template.
  4. Click Options, then select Publishing.
  5. Select the Cover Page checkbox.
  6. Click Update.

Include a table of contents page

  1. Select the list icon Image showing the List icon., then the My Xero option.
  2. Select Reports.
  3. Open the report template.
  4. Click Options, then select Publishing.
  5. Select the Contents Page checkbox.
  6. Click Update.

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