Data tables and Reports | Scribe

    Data tables and Reports

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      Login and select an organisation

      Open a new excel sheet
      From the Home tab click "Launch Rows add-in"
      Login to Rows using the "Sign in with Xero" button or by inputting your username and password.
      If you have multiple organisations, use the drop down to select and organisation.

      Running a Data table

      The difference between a **Data Tables** and **Reports**: As the name would imply, **Data Tables** not financial reports, for example, a list of contacts, list of accounts and Invoices and Bills **Reports** include all financial reports like the trial balance, Profit and Loss and Balance Sheet.
      Click on Data Tables and select table from the drop down.
      If you know the table you want to select you can use the search bar.
      Both Data Table and Reports use Criteria windows which include **Conditions**, **Filters** and **Options**.
      Input data in each section as needed and when down click Next
      When you are ready to run the table click **New Sheet** or **Current Sheet**
      **New Sheet** will create a new Excel tab, whilst **Current Sheet** will use the current tab open to pull the data into.

      Running a Report

      Similar to the Data Table tab, select the report from the drop down or use the search bar.
      Fill in the criteria sections as needed.
      When you are ready to run the report click New Sheet or Current Sheet

      Editing Data tables and Reports

      Users can add formulas to the right side of the table or report. Rows will retain and recalculate these formulas upon refresh.
      Do not change the order of columns. This will break the table or report. You can leave the Rows table or report as they are, and use excel functionality to build custom report on another tab.
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