Reorganize contents of a report template
Reorder or remove reports within a report template at the practice level.
To edit report template contents:
- 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 existing report template.
- Click on the name of the first report, then click Edit.
You can now reorder or remove reports to customize your template.
Click on each report you want to move and drag it into place.
Click on the X to remove a report.