Give a report template a name and description for staff use

Change the name or description of a report template to better identify it within your practice.

  1. Select the list icon Image showing the List icon., then the My Xero option.
  2. Select Reports.
  3. Open the existing report template.
  4. Click Options, then select Rename Template.
  5. Enter an internal name and description.
  6. Click Update.