Xero

Xero Advanced Analytics

Zoho Reports advanced analytics for Xero enables you to slice and dice your financial data and derive great insights. You can analyze and create reports such as financial overview, bill trend, pending invoices and do much more with Zoho Reports. You can also combine the data from Xero with the data from other sources/services and do cross functional analytics.

General

  1. What is Zoho Reports?
  2. What is Xero Advanced Analytics connector?
  3. Who can subscribe to the Xero connector?
  4. What do I get when I subscribe for this connector?

Pricing

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the pricing plan?
  4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Connector for my Xero account?
  2. How long should I wait for my Xero organization data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the Xero connector Synchronization setting?
  6. Can I synchronize my Xero organization data instantly?
  7. In whose account will the Xero connector be setup?
  8. How can I view the information details about data synchronization between Xero and Zoho Reports?
  9. What are the modules in Xero on which I could create reports using this connector?
  10. How to create my own reports with this connector?
  11. Can I import data from multiple Xero organizations?
  12. How can I import data from multiple Xero organizations?
  13. Can I setup the Connector in an account other than the one who configures/sets up the trial?
  14. Can I transfer my Xero connector to another admin account?
  15. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?
  3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?
  4. How do I create reports using fields/columns across different modules?
  5. What are 'Formulas' in Reports?
  6. What are the default formulas added by Zoho Reports, on setting up this connector?
  7. How do I create my own custom formulas in Zoho Reports?
  8. Can I add/modify data in the Xero organization data tables (modules) from within Zoho Reports?
  9. Can I add new columns to the Xero organization data tables (modules) from within Zoho Reports?
  10. Can I add new data tables in this reporting database to create reports & dashboards?
  11. Can I combine data from other sources with the data from Xero to create reports and dashboards?
  12. What are Query Tables?
  13. Can I join data from multiple tables to create reports?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my organization not able to access the reports created?
  3. How can other members in my organization create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared to them?
  6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  7. Can I export a report/dashboard?
  8. How can I print the reports & dashboards created in Zoho Reports?
  9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate Xero with?
  2. How can I analyze the data from the business applications along with Xero
  3. Will a relationship (lookup) be created between Xero and the third party applications that I integrate it with?

Help & Support

  1. How do I get technical support on Zoho Reports connector?
  2. Can I have someone from Zoho do a Demo of this connector for me?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. What is Xero Advanced Analytics connector?

Xero Advanced Analytics Connector enables you to import your Xero organization data into Zoho Reports for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Reports described in the previous question to Xero users. 

3. Who can subscribe to the Xero connector?

Any Xero user who has subscribed for a Standard plan and above in Xero can configure this connector in Zoho Reports to analyze their Xero organization data. 

4. What do I get when I Subscribe for this Connector?

As a Xero users, subscribing to this connector brings you immense benefits. You get to look at your data in Xero in ways you haven't looked at before. Using this Zoho Reports connector enables you to do powerful analysis of your Xero data and create insightful reports & dashboards. You can create reports like Debt to Assets ratio by month, EBIT margin for the last 12 months, Top 10 products by invoice and much more with ease.

Zoho Reports drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Xero data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does this connector cost?

The Xero Advanced Analytics connector is available in all the paid plans for Xero. Refer to the Zoho Reports pricing page.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup. Only one trial per organization is allowed.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). Click to know more about the Zoho Reports user model. 

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How do I setup the Connector for my Xero account?

Also refer:

2. How long should I wait for my Xero organization data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait sometime for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

Please note that, initial data fetch for organizations with bulk data may sometimes take a longer time (a day or two depending upon volume of data). This is because of Xero's daily API limit which restricts the application to wait for atleast 24 hours before fetching the data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Xero organization data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

  • Open the database in which you have setup the connector. 
  • Click the Xerobutton (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link. 
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Xero and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures. 

4. How frequently can I synchronize my data with Zoho Reports?

If you are in a Basic plan, you will be able to synchronize your data only once every day.

If you a user of the Standard plan or above, you can choose to synchronize your data at hourly intervals mentioned below.

  • 12 Hours
  • 6 Hours
  • 3 Hours

5. Can I edit the Xero connector Synchronization setting?

Yes, you can edit the Xero connector synchronization setting if you are the administrator of the Zoho Reports account. 

To do so,

  • Open the Xero Analytics reporting database.
  • Click the Xero button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my Xero organization data instantly?

Yes, you can synchronize your Xero organization data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Xero button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now

 

  • Xero data will get instantly synchronized.
Note
  • This option can be used to a maximum of five times a day.

7. In whose account will the Xero connector be setup?

It will be setup in the corresponding Zoho Reports account of the Xero Administrator who configured this connector. Only one Zoho Reports setup per organization is allowed.

8. How can I view the information details about data synchronization between Xero and Zoho Reports?

You can view detailed information about the data synchronization that happens between Xero and Zoho Reports by following the steps given below.

  • Open the corresponding reporting database in Zoho Reports.
  • In the Explorer tab, click Xero/Data Sources button. The Data Sources tab opens listing the below details.
    • Last Data Sync Status: The status of the last synchronization.
    • Last Data Sync Time: The time of the last synchronization.
    • Schedule: The interval in which the import is scheduled.
    • Next Schedule Time: The time of the next schedule.
    • Time Zone: The timezone of the schedule.
    • Synchronizations Done: Number of synchronizations done in that particular day.

9. What are the modules in Xero on which I could create reports using this connector?

Data from Xero is stored in entities called Tables in Zoho Reports. The below modules from Xero will be synchronized by default into Zoho Reports.

  • Accounts
  • Bank Transactions
  • Bank Transfers
  • Bill Payments
  • Bills
  • Repeating Bills
  • Contacts
  • Expense Claims
  • Invoice Payments
  • Invoices
  • Repeating Invoices
  • Items
  • Journals 
  • Journal Cash Basis
  • Overall Budget
  • Purchases Credit notes
  • Purchases Credit notes Refunds
  • Purchase Order and Line Items
  • Purchases Overpayments
  • Purchases Overpayments Refunds
  • Purchases Prepayments
  • Purchases Prepayments Refunds
  • Sales Credit notes
  • Sales Credit notes Refunds
  • Sales Overpayments
  • Sales Overpayments Refunds
  • Sales Prepayments
  • Sales Prepayments Refunds
  • Tracking Categories
  • Tax Rate
  • Users

10. How to create my own reports with this connector?

Also refer:

11. Can I import data from multiple Xero organization?

Yes, you can import data from multiple Xero organizations if you have subscribed for a Standard plan and above in Zoho Reports.
If you are a Basic plan user, you will be able to import data only from one organization in Zoho Reports.

12. How can I import data from multiple Xero organizations?

You can import data from multiple Xero organizations if you have subscribed for a Standard plan and above. You can choose to either import the data from multiple organizations in the same reporting database or in a different reporting database.

If you wish to import the data in an individual database refer to this question.  

To import data from multiple organization into the same database,

  • Open the database in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.

  • In the Create New Table window that opens, select Import from Xero.
  • In the Import from Xero dialog that opens, Select the organization that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

13. Can I setup the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector.

Please not that, you will not be able to use trial the tool again. 

14. Can I transfer my Xero connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

15. How can I remove the setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Xero button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot. 

Reporting Features

1. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Bubble 
    • Packed Bubble
    • Bullet 
    • Dial
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI widgets

2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

When you setup/configure the Xero Integration Connector, 45+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Xero organization data effectively. 

You can quickly review the default reports from the Xero Advanced Analytics Sample database.

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Administrator' or a 'Database Owner' of the Zoho Reports account in which the Connector is configured (Refer Managing Users in Zoho Reports). To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking Save > Save As. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer to this help documentation to know how to join tables. By default all the Xero modules will be linked. You can create reports easily by dragging and dropping the required columns.

Refer to this presentation to know how to create reports.

5. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that you could define in Zoho Reports to help you create the required reports. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

6. What are the default formulas added by Zoho Reports, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Reports help page. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.

The below table lists all the default formulas that will be created in the Bank Transactions table.

Formula NameFormulaFormula TypeDescription
Sub Total (BCY)ifnull("Sub Total (FCY)"/"Currency Rate","Sub Total (FCY)")Custom

Display the total without tax in base currency

Total Tax (BCY)ifnull("Total Tax (FCY)"/"Currency Rate","Total Tax (FCY)")CustomDisplays the total tax in base currency
Total (BCY)ifnull("Total (FCY)"/"Currency Rate","Total (FCY)")CustomDisplays the total in base currency

The below table lists all the default formulas that will be created in the Bill Payments table.

Formula NameFormulaFormula TypeDescription
Amount (BCY)ifnull("Amount (FCY)"/"Currency Rate","Amount (FCY)")CustomAmount in base currency
Bank Amount (BCY)ifnull("BankAmount"/"Currency Rate","BankAmount")CustomBank amount in base currency
Amount Paid (BCY)ifnull("AmountPaid"/"CurrencyRate","AmountPaid")CustomTotal amount paid
Bill Amount (BCY)ifnull("Total"/"CurrencyRate","Total")CustomTotal bill amount
IsOverDueif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate")>0,'Yes','No')CustomDisplays if there is a over
due or not
Due Amount (BCY)ifnull("AmountDue"/"CurrencyRate","AmountDue")CustomDisplays the due amount
Amount Credited (BCY)ifnull("AmountCredited"/"CurrencyRate","AmountCredited")CustomDisplays the amount credited in
base currency
No of Pending Billscountif("Bills"."Status" in ('AUTHORISED','DRAFT'),"Bills"."InvoiceID")AggregateDispays the count of the pending bills
No of Paid Billscountif("Bills"."Status" in ('PAID'),"Bills"."InvoiceID")AggregateDisplays the count of the paid bills
Pending Payablessumif("Bills"."Status" in ('AUTHORISED'),"Bills"."Bill Amount (BCY)")AggregateDisplays the amount of pending bills
Average Purchase Valuesum("Bills"."Bill Amount (BCY)")/count("Bills"."InvoiceID")AggregateThe average value of each purchase

The below table lists all the default formulas that will be created in the Purchases Prepayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")CustomDisplays the remaining credit in base currency
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomThe total tax to be paid in base currency
Total (BCY)ifnull("Total"/"CurrencyRate","Total")CustomThe total in base currency
Amount Paid (BCY)"Total (BCY)" - "Remaining Credit (BCY)"CustomThe amount paid in base currency

The below table lists all the default formulas that will be created in the Purchases Overpayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")CustomDisplays the remaining credit in base currency
Sub Total (BCY)ifnull("SubTotal"/"CurrencyRate","SubTotal")Custom 
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomDisplays the total tax to be paid in base currency
Total (BCY)ifnull("Total"/"CurrencyRate","Total")CustomDisplays the total in base currency
Amount Paid (BCY)"Total (BCY)" - "Remaining Credit (BCY)"CustomProvides the amount paid in base currency

The below table lists all the default formulas that will be created in the Expense Claims table.

Formula NameFormulaFormula TypeDescription
Age in Daysdatediff(now(),"Payment DueDate")CustomNumber of days it takes for an expense to be claimed
IsDueif("Age in Days" and "Status" not in ('PAID')>0,'Yes','No')CustomDisplays if the amount is due or not

The below table lists all the default formulas that will be created in the Invoice Payments table.

Formula NameFormulaFormula TypeDescription
Bank Amount (BCY)ifnull("BankAmount"/"Currency Rate","BankAmount")CustomBank amount in base currency
Amount (BCY)ifnull("Amount (FCY)"/"Currency Rate","Amount (FCY)")CustomAmount in base currency

The below table lists all the default formulas that will be created in the Invoices table

Formula NameFormulaFormula TypeDescription
Sales Cycle TimeDatediff("FullyPaidOnDate", "Date")Custom

Time taken for an invoice to be fully paid

Sales Age Tier

If("Status" in ('PAID','VOIDED'), (if("Sales Cycle Time">=0,
if("Sales Cycle Time"<=30,'1. 0 - 30 days',if("Sales Cycle Time"<=60,'2. 31 - 60 days',
if("Sales Cycle Time"<=90,'3. 61 - 90 days',if("Sales Cycle Time"<=180,'4. 91 - 180 days','5.
Above 180 days')))),'6. Invalid - Negative')),'Invalid')

Custom

Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,

Days Overduedatediff(Curdate(),"DueDate")CustomDisplays the total days overdue
Sub Total (BCY)ifnull("SubTotal"/"CurrencyRate","SubTotal")CustomDisplays the sub total in base currency
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomDisplays the total tax
IsOverDueif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate")>0,'Yes','No')CustomDisplays if the amount is over due or not
IsOutStandingif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate") < 0,'Yes','No')CustomDisplays if there is any outstanding or not 
Amount Due (BCY)ifnull("AmountDue"/"CurrencyRate","AmountDue")CustomDisplays the due amount in base currency
Amount Credited (BCY)ifnull("AmountCredited"/"CurrencyRate","AmountCredited")CustomDisplays the amount credited in base currency
Age Tier

if("Age in Days">=0,if("Age in Days"<=30,'1. 0 - 30 days',
if("Age in Days"<=60,'2. 31 - 60 days',
if("Age in Days"<=90,'3. 61 - 90 days',
if("Age in Days"<=180,'4. 91 - 180 days','5. Above 180 days')))),'6. Invalid - Negative')

Custom

Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,

Age in Daysdatediff(now(),"Date")Custom

Number of days since the invoice date

Overdue Aging

f("Days Overdue">=0,
if("Days Overdue"<=30,'1. 0 - 30 days',
if("Days Overdue"<=60,'2. 31 - 60 days',
if("Days Overdue"<=90,'3. 61 - 90 days',
if("Days Overdue"<=180,'4. 91 - 180 days','5. Above 180 days')))),'6.
Invalid - Negative')

Custom 

Displays the number of days since which the invoice is overdue

Amount Paid (BCY)ifnull("AmountPaid"/"CurrencyRate","AmountPaid")Custom

Displays the amount paid for the invoice (Credits doesn’t count in here)

Invoice Amount (BCY)ifnull("Total"/"CurrencyRate","Total")CustomDisplays the total invoice amount in base currency.
Paid Invoice valuesumif("Invoices"."Status"='PAID',"Invoices"."Invoice Amount (BCY)")AggregateDisplays the paid amount in the invoice
Average Sales Valuesum("Invoices"."Invoice Amount (BCY)")/count(distinct("Invoices"."InvoiceID"))AggregateDisplays the average sales value
Pending Receivablessumif("Invoices"."Status" in ('AUTHORISED'),"Invoices"."Invoice Amount (BCY)")Aggregate

Displays the total unsettled Transactions that are owed to you

The below table lists all the default formulas that will be created in the Journals table

Formula NameFormulaFormula TypeDescription
Assetsumif("Accounts"."Class" in ('ASSET'),"Journals"."NetAmount",0)AggregateIt is an item of property owned by the company with mortgage value
Revenuesumif("Accounts"."Class" in ('REVENUE'),"Journals"."NetAmount",0)*-1AggregateDisplays the revenue generated
Equitysumif("Accounts"."Class" in ('EQUITY'),"Journals"."NetAmount",0)Aggregate Displays the value of the shares issued by the company
Liabilitysumif("Accounts"."Class" in ('LIABILITY'),"Journals"."NetAmount",0)*(-1)AggregateDisplays company's legal debt or obligation
Expensesumif("Accounts"."Class" in ('EXPENSE'),"Journals"."NetAmount",0)AggregateDisplays the expenses incured
Current Ratio"Journals"."Asset"/"Journals"."Liability"AggregateDisplays company's ability to pay short-term and long-term obligations.
Expense To Revenue Ratio"Journals"."Expense"/"Journals"."Revenue"AggregateDisplays the company's operating expenses divided by its revenues.
Debts to Assets"Journals"."Liability"*100/"Journals"."Asset"AggregateThe proportion of a company's assets that are financed by debt.
Debt to Equity"Journals"."Liability"*100/"Journals"."Equity"AggregateA financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets
Activity Ratio"Journals"."Revenue"/("Journals"."Equity"+"Journals"."Liability")AggregateDisplays the relative efficiency of a firm based on its use of its assets, leverage or other such balance sheet items.
ROI("Journals"."Revenue"-"Journals"."Expense")*100/"Journals"."Expense"AggregateROI measures the amount of return on an investment relative to the investment’s cost.
Working Capital Ratio"Journals"."Asset"/"Journals"."Liability"AggregateMeasures a firm's ability to pay off its current liabilities with current assets
Profit"Journals"."Revenue"-"Journals"."Expense"AggregateDisplays the total Profit generated
Gross Profit Margin("Journals"."Profit"/"Journals"."Revenue")*100AggregateDisplays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business.
COGSsumif("Accounts"."Type"='DIRECTCOSTS',"Journals".
"NetAmount",0)
Aggregate

Cost of Goods sold or Direct costs

Operating Expenses"Journals"."Expense"-"Journals"."COGS"Aggregate

Total Expenses minus Cost of goods sold

Operating Incomesumif("Accounts"."Type" in ('OTHERINCOME'),"Journals"."NetAmount",0)AggregateThe earnings before interest and taxes
Operating Profit Margin("Journals"."Operating Income"/"Journals"."Revenue")*100AggregateProvides the company's profit margin in percentage
Account Payablessumif("Accounts"."Name" in ('Accounts Payable') or "Accounts"."Type"='CREDITORS',"Journals"."NetAmount",0)AggregateCalculates the money owed by a company to its creditors.
Accounts Receivables

sumif("Accounts"."Name" in ('Accounts Receivable') or "Accounts"."Type"='DEBTORS',"Journals".

"NetAmount",0

AggregateIt is the money owed to a company by its debtors. 
Earnings before Interest & Tax (EBIT)"Journals"."Operating Income"-"Journals"."Operating Expenses"AggregateDisplays earnings before Interest and tax
EBIT Margin("Journals"."Earnings before Interest & Tax (EBIT)"/"Journals"."Revenue")*100AggregateEBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue earned.
Days Payable Outstanding (DPO)("Journals"."Account Payables"/"Journals"."COGS")*30AggregateAverage time period that a company takes to pay its invoices from trade creditors, such as suppliers.
Gross Profit"Journals"."Revenue"-"Journals"."Operating Income"-"Journals"."COGS"AggregateDisplays the gross profit generated.
Sales Revenue"Journals"."Revenue"-"Journals"."Operating Income"Aggregate

Total revenue minus Operating income

Cash Flowsumif("Accounts"."Type" in ('BANK'),"Journals"."NetAmount",0)AggregateDisplays the total amount of money being transferred into and out of a business, especially as affecting liquidity.
Cash Flow Margin"Journals"."Cash Flow"/"Journals"."Sales Revenue"AggregateThe money a company generates from its core operations per dollar of sales
Revenue (As is)sumif("Accounts"."Class" in ('REVENUE'),"Journals"."NetAmount",0)Aggregate

Total revenue minus Operating income

Cash in or Cash outif("SourceType" in ('ACCREC','ACCRECPAYMENT','ACCRECCREDIT',
'ARCREDITPAYMENT','CASHREC','ARPREPAYMENT',
'AROVERPAYMENT') ,'IN', if("SourceType" in
('ACCPAY','EXPPAYMENT','ACCPAYPAYMENT','ACCPAYCREDIT',
'EXPCLAIM','APCREDITPAYMENT','CASHPAID','APPREPAYMENT',
'APOVERPAYMENT') ,'OUT', 'Not Both'))
Custom

Indicates if the transaction is Cash In or Cash out

Account Classif("AccountType" in ('BANK','FIXED', 'CURRENT','INVENTORY','NONCURRENT','PREPAYMENT'),
'ASSET',if("AccountType" in ('CURRLIAB','TERMLIAB','LIABILITY'),
'LIABILITY',if("AccountType" in ('EQUITY'),'EQUITY',
if("AccountType" in ('REVENUE','SALES', 'OTHERINCOME'),'REVENUE',if("AccountType" in
('DEPRECIATN','DIRECTCOSTS', 'OVERHEADS','EXPENSE'),'EXPENSE','UNKNOWN')))))
Custom

Displays the account type for the transaction

Converted Net Amountif("Account Class" in ('ASSET'),"NetAmount",-1*"NetAmount")Custom

Net Amount of the Transaction

The below table lists all the default formulas that will be created in the Sales Overpayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")Custom

Displays the remaining Credit amount that Can be used over Invoices

The below table lists all the default formulas that will be created in the Sales Credit notes table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")Custom

Displays the Remaining Credit amount in Base Currency

Sales Prepayments Amount Paid (BCY)"Total (BCY)"-"Remaining Credit (BCY)"Custom

Total amount payed for the Credit note in Base Currency

7. How do I create my own custom formulas in Zoho Reports?

Refer to the Adding Formulas in Zoho Reports help page.

8. Can I add/modify data in the Xero organization data tables in Zoho Reports?

No, you cannot add modify data in Xero organization data tables. Data from Xero modules gets automatically synched into Zoho Reports in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Reports.

However you can add new tables and add/import data into that, to create reports combining it with the data from Xero.

9. Can I add new columns to the Xero organization data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Xero reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your Xero organization data . You can also import data from other business applications like Zoho CRM, Salesforce etc. With Zoho Reports API you can integrate data from other applications.

Refer:

11. Can I combine data from other sources with the data from Xero to create reports and dashboards?

Yes, you can combine data from your other sources with your Xero data for analysis. 
To do this, you need to add/import a new data table into the  Xero reporting database and then define a look-up to join it with the synchronized table from  Xero.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from  Xero along with the data from any other source.

  • Open the corresponding table, right click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK.

Please do note that you can create Lookup only to columns in the tables that are not from the same data source.

12. What are Query Tables?

Zoho Reports allow you to pull the data required by writing standard SQL SELET Queries. This is called Query Tables. With Query Tables you can also combine data from different tables and create reports over the same. View this demo video to know about how to create Query Tables in Zoho Reports.

13. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Reports for detailed help on this.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can share the default reports provided in the Xero connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my organization not able to access the reports created?

When a Xero Administrator configures the Xero - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Xero Advanced Analytics' database with other members of the organization. Only then will the default reports be accessible by those members. 

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my organization create reports?

The Xero Administrator who has setup the connector should share the tables present in 'Xero Advanced Analytics' database with other members of the organization. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note
  • If you add a user as a Database Owner in the Xero reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner and User. Click to know more about the Zoho Reports User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users to whom the reports are being shared are set as a database owners, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. 

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note
  • If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator of the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports connector or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate Xero with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Reports offers integration with. 

2. How can I analyze the data from the other business applications along with Xero?

To import data from business apps,

  • Open the reporting database in which you have setup the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Xero and other third-party application be created automatically?

No, a lookup relationship will not be created between the Xero modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Help & Support

1. How do I get technical support on Zoho Reports connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll free numbers - 

United States:  +1 (888) 900 9646

United Kingdom:  +44 (20) 35647890

Australia:  +61-2-80662898

India:  +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page.