Select Tracking Categories object (table) from the drop down menu. You can select all or some attributes based on your preferences.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which have the entered values in it will be highlighted in the below box.
Change Pull Settings allows you to perform the following operations:
You can also provide the start cell, for instance, A11. And provide the name of the template in Template Name field, for instance, Template 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 allows you to perform the following operations:
Order Results By filters allows you to order your result by:
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.
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 Xero ->
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.
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