Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Report Templates - Allow Xero blue client access to Report Templates in organisation

    90 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sharron DeCourcy supported this idea  · 
    An error occurred while saving the comment
    Sharron DeCourcy commented  · 

    I am an accountant and would prefer to do my personal stuff at home and not need to access the practice reports to complete my own work.