Remove a report template from client organizations
Return a template to draft so it's no longer accessible in your practice's client organizations.
- Select the list icon , then the My Xero option.
- Select Reports.
- On the Ready to Use tab, find the report template you want to move to draft.
Place your cursor on the far right of the report template until the arrow appears, then select Move to Draft.
The template will move to the Draft tab at the practice level. It won't be available to use in client organizations any more.