Export Clients into Google Sheets
SECTIONS IN THIS ARTICLE
Schedule Automatic Refresh
To design the accounting report you need to be logged in into WorkflowMax or Xero Practice Manager.
In order to Design WorkflowMax Documents Report first we need to Design WorkflowMax Clients Report. You need to select from the menu Add-ons -> G-Accon for WorkflowMax> Get WorkflowMax Data -> Clients. We are going to need Client ID from Clients object.
This is the result of the execution.
Next step is to select Documents option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
You have the ability select or unselect All attributes for the chosen object.
You can also expend the object’s structure to see all underlining attributes or collapse it.
There is another feature – the Change Column Order functionality. This functionality allows you to get all your data in column order you have defined in your template. During the manual or automated refresh, the order will stay as you defined it. You also can change the order back to the default settings by using the Change Pull Settings option.
CHANGE PULL SETTINGS (OPTIONAL FEATURE)
Change Pull Settings allows you to perform the following operations
Create a new Google Sheet
Enforce Pick List values
Create deep link to FreshBooks
Freeze Data Table Header
Keep Original Formatting
Ignore empty cells in “Filter by IDs”
Create a Data Table around pulled data
Display Date Range
Exclude from Auto Refresh
Highlight Every Other Row
Append to the Previous Template
You can also provide the start cell, for instance, A11. And provide the name of the template in Template Name field, for instance, Template Name 1.
To execute the process, click on the Execute button. The report will be populated in the Google Sheet
SELECT THE FIELD TO FILTER BY (OPTIONAL FEATURE)
Select the field to filter by allows you to perform the following operations:
Filter By Field
Filter By IDs
In order to run Documents Report Designer you need to include IDs from Clients sheet into query during the execution.
To execute the process, click on the “Execute” button. The Documents details will be populated on the Google Sheet.
ORDER RESULTS BY (OPTIONAL FEATURE)
Order Results By filters allows you to order your result by:
Order By Filter
Order Type (Descending/Ascending)
#How to schedule automatic data refresh?
To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet.
See the Create Workflow for further information.
#How modify your report and update your template?
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for WorkflowMax -> 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.