What can Xero partners do to save time in reporting?

Utilizing custom report templates allows Xero partners to save time in reporting by streamlining the process of data presentation. Custom report templates can be designed to fit specific needs or preferences, enabling partners to quickly generate reports that highlight the most relevant information for their clients. This not only enhances efficiency but also improves accuracy and consistency in reporting. By having tailored templates ready for use, partners can avoid the time-consuming task of creating reports from scratch for every client engagement.

The focus of this approach is on maximizing productivity, as these templates can be reused and adapted for different clients. Customization ensures that reports meet particular requirements, thus reducing the time spent on modifications or adjustments later on. This contrasts with solely relying on default templates, which may not effectively address the unique needs of each client.

Forcing clients to use Xero or limiting their access does not directly contribute to improving the efficiency of reporting and may negatively impact the client relationship and their ability to collaborate effectively.