Get started with report templates in Partner Edition

Get started using report templates in Partner Edition.

Access report templates in My Xero

You need 'Edit report templates' permission before you can create or edit report templates in My Xero. Someone with Principal or Practice Administrator permissions in your practice needs to give you this.

Set up staff access to report templates

Once you've got access, you'll get to practice-wide templates as follows:

  1. In the header, click the list icon Image showing the List icon., then select My Xero.
  2. Click Reports.

Access report templates in a client's Xero organization

You can access any new report templates created in your practice from within a client's Xero organization as follows. You don't need 'Edit report templates' permission to do this.

  1. In the Reports menu, select All Reports.
  2. Select Advisor.
  3. Select the report template you want to use.

Image showing Adviser screen found with All Reports.

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