Add a client report field for use in report templates

Create placeholders for information that varies from client to client, such as names of company directors.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.
  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 Report Fields.
  5. On the Client Fields tab, click New Client Field.
  6. Name the report field, then in Description, add the optional prompt for your practice staff.

    Image showing client field information.

  7.  Click Save. To add another report field, click the arrow next to Save and select Save & add another.

Add the report field to your template

  1. Open the report template from the Reports tab.
  2. Select the report you want to insert the field into from the Contents drop down.
  3. Click Edit Layout.
  4. Add a text block or click into an existing one.
  5. Add the report field to the text block from the Insert Field drop down.
  6. Click Done once you've finished editing the layout.
  7. Click Save Draft or Ready to Use to confirm your changes.

To populate the Client Field, log into your client's organization and customize the report field.