Quotes Pivot Table

To get accounting report data from Xero you need to be logged in into Xero. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Get Accounting Reports -> Quotes Pivot Table.

Select Quotes Pivot Table option from the drop down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For better performance, Date range is should be limited to365 days.

Quotes Pivot Table

You have the ability to set up the Date Range (To and From) dynamically. The report data will be calculated based on the selected Date Range.

Static Date range is available as well.

There are required attributes for Quotes Pivot Table report:

  1. To Compare with 1-24 previous periods
  2. Quotes Status (Draft, Sent, Declined, Accepted, and Invoiced)
  3. Sort Previous Periods (Ascending/Descending order)
  4. Region Options (regions)

You have the ability to select all value, some, or at least one:

To Compare with up to 24 previous periods
Quotes Status
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Region Options

Xero provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Display Report Title
  3. Create Deep Link to Xero
  4. Display only account codes
  5. Display only account names
  6. Keep Original Formatting
  7. Remove total/summary rows
  8. Retrieve headers
  9. Create a data Table around pulled data
  10. Freeze Data Table Header
  11. Exclude Auto Refresh
  12. Display report summaries
  13. Remove entry diving rows
  14. Show “Account Type” column.

You can also provide the start cell, for instance, A11. And provide the name of the template in Template Name field, for instance, Template #1.

To execute the query, click on the “Execute” button. The  Quotes Pivot Table report will be calculated in euro and presented in the Google Sheet.

Executed Quotes Pivot Table

In order to modify your template you need to select Update/Modify/ Delete Templates for Current Sheet menu option from the menu Add-ons -> G-Accon for Xero:

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Update/Modify/ Delete Templates for Current Sheet

Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.

Update/Modify/ Delete Templates for Current Sheet 

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Update Quotes Details Report