Reorganize contents of a report template

Reorder or remove reports within a report template at the practice level.

To edit report template contents:

  1. Select the list icon Image showing List icon., then the My Xero option.
  2. Select Reports.
  3. Open the existing report template.
  4. Click on the name of the first report, then click Edit.

You can now reorder or remove reports to customize your template.

Reorder reports

Click on each report you want to move and drag it into place.

Image showing reordering reports by clicking and dragging.

Remove reports

Click on the X to remove a report.

Image showing hover over x to remove a report from pack.