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89 votes
Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.
Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.
We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.
Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.
An error occurred while saving the comment Cissy Tong supported this idea ·
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3 votes
Cissy Tong shared this idea ·
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14 votes
Cissy Tong supported this idea ·
totally agree