Make a report template available in client organizations

Make a draft report template ready to use so it becomes available in your practice's client organizations.

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. On the Draft tab, find the report template you want to make available.

  5. Place your cursor on the far right of the report template until the arrow appears, then select Ready to Use.

    Image showing user clicking 'Ready to Use' from a dropdown menu to the right of the Draft tab.

    The template will move to the Ready to Use tab at the practice level. It will now be available to use in client organizations.