Enter your idea

Great idea to be able to copy customised client reports to another client as a draft - nice & efficient.

Copy and existing report from within a client report pack ( fin stmts). very handy when a large number of codes, but you wish to have the option of a condensed version of the P &L and a expanded version , would save reinventing the wheel if we could just copy it and edit.
Say for a P & L have income, then condensed expenses ( Grouped) than add a schedule of expenses, which is expanded and the income is hidden or easily deleted/removed.

Would allow us functionality without having to invite staff into more practises.

It would be really handy where one has a customised report for a client with specific commentary, and one would like to use that for another client in the same industry.
Cheers

Report creation and the ability to turn a useful report for one client into another one for a different client is a powerful capability. This capability should be two way between Client Reports and Xero HQ and back.

Have spent hours (literally) creating a report for a client. Now have found out we cannot import the report template to use in the practice. Come on Xero!!!

Agree, we shouldn't need to spend time on report formatting if Xero decides to retire some of the old formats of management reports.

Yes this would be an excellent function and should have been implemented from the start.
Also make it possible to copy from Practice to Client so that the client can run that one report whenever necessary. This would save hours of work to format a whole new report from within each & every branch of a client group when we already have one setup as a template in the practice.

I would like to copy the ASK Template from one practice to another practice. We handle two practices here. I would save me time having to redo all the template types; Sole Trader, Business, Trust, Personal Tax queries from one to the other.

100% agree with this. I was surprised to find I couldn't add the Payable Invoice Summary report to a practice report template let alone a customised payable invoice summary report from one client to another.

Capability to copy Management Report Packs from one client to another. This would save HOURS and, in my opinion, should have been implemented with the NEW reports (and Management Reports) were first LIVE. PLEASE consider this a Priority as we are about to enter Tax Season and we need to focus on our clients needs, not report formatting. THANK YOU!

Excellent idea.

Definitely!