Change Pull Settings are set of features that allows you to display your report data based on your own business requirements.
To access Change Pull Settings you need to open you template and select this option.
CHANGE PULL SETTINGS for reportS
Change Pull Settings allows you to perform the following operations:
Create a New Google Sheet
By selecting this checkbox new report or data extract will be downloaded into separate, new worksheet.
Display Report Title
If you want to display a report title, this checkbox needs to be selected.
Create Deep Links to Xero
The selected checkbox creates a deep link or URL by clicking on which it takes you to a specific page in cloud application software.
Display Only Account Codes
If you want to display only account codes in your reports, this checkbox needs to be selected.
Display Only Account Names
If you want to display only account names in your reports, this checkbox needs to be selected.
Keep Original Formatting
This option needs to be chosen if you want to keep your own formatting: font, cell’s sizes, color, and ect.
Remove Total/Summary Rows
If you want to display reports details without totals or summary rows, this checkbox needs to be selected.
Highlight Every Other Row
This option allows you to highlight every other row in your report or in your raw financial data extract
Add Organisation Name Column
Add Organization Name Column option will add the organization name in the last column of your report or data extract
By selecting this checkbox column’s headers will be displayed in your report or data extract
Create a Data Table Around Pulled Data
By selecting this checkbox a data table will be created around pulled data
If you unselect this checkbox your data will not have a table around
Freeze Data Table Header
This function allows you to freeze header of your spreadsheet
Exclude from Auto Refresh
By selecting this checkbox your template will not be part of auto-refresh process.
Display Only Report Summaries
If you want to display report totals or summary, this checkbox needs to be selected.
Remove Empty Dividing Rows
The selected checkbox will remove any empty dividing rows
Show “Account Type” Column
The selected Show “Account Type” Column checkbox will show account type in selected reports
Append to the Previous Template
This is Youtube video which demonstrate “append” function.
CHANGE PULL SETTINGS for DATA Extract
Enforce Pick List Values
The selected “Enforce Pick List Values” check box will display the only defined values. This keeps your picklist data clean by preventing users from adding erroneous or redundant values.
Ignore Empty Cells in Filter by “IDs”
If you are joining two or more table to create an advance query and you want to eliminate any empty cell in your google sheets result, the Ignore Empty Cells in Filter by “IDs” check box needs to be selected.