Export Quote Summary into Google Sheets
SECTIONS IN THIS ARTICLE
To generate the accounting report from WorkflowMax/Xero, you need to be logged in to Xero. Then you need to select from the menu Extensions -> G-Accon for WorkflowMax -> Standard Reports -> Quote Summary.
#How to design a template for the report?
Select the Quote Summary 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, the Date Range should not exceed 365 days.
There are required and optional attributes for the Quote Summary report.
Dynamic Date Range
You have the ability to set up the Dynamic Date Range. The report data will be calculated based on the selected Date Range. For your convenience, there are pre-populated values such as This Month, This Quarter, This Year, Last Month, and so on.
Static Date Range
You also have the ability to set up the Static Date Range To and From
Custom Date Range
You can also use the cell reference (the icons next to “To” and “From” fields) to set up the custom dates from your google sheet.
CHANGE PULL SETTINGS (OPTIONAL FEATURES)
Change Pull Settings allows you to perform the following operations:
Create a New Google Sheet
Display Report Title
Create Deep Links to Xero
Display Only Account Codes
Display Only Account Names
Keep Original Formatting
Remove Total/Summary Rows
Highlight Every Other Row
Create a Data Table Around Pulled Data
Freeze Data Table Header
Exclude from Auto Refresh
Display Only Report Summaries
Remove Empty Dividing Rows
Show “Account Type” Column
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.
#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 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 Extensions -> 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.