Reports and exports
Browse 9 code-inspected Xero guides for reports and exports, with exact routes, prerequisites, controls, verification evidence, limitations and troubleshooting steps.
Choose the right Xero integration report
Detailed client guidance covering choose the right Xero integration report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideFilter Xero reports by date, status, client, staff, amount or score
Detailed client guidance covering filter Xero reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideExport a Xero report as PDF, XLS, CSV, JSON or HTML
Detailed client guidance covering export a Xero report as PDF, XLS, CSV, JSON or HTML, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideEmail a generated Xero report as an attachment
Detailed client guidance covering email a generated Xero report as an attachment, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideSave a reusable Xero report definition
Detailed client guidance covering save a reusable Xero report definition, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideChoose private, shared or organisation visibility for a saved Xero report
Detailed client guidance covering choose private, shared or organisation visibility for a saved Xero report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand and set the Xero report row limit
Detailed client guidance covering understand and set the Xero report row limit, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand spreadsheet formula-injection protection in Xero exports
Detailed client guidance covering understand spreadsheet formula-injection protection in Xero exports, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
Open guide →GuideUnderstand the current Xero PDF page-format behaviour
Detailed client guidance covering understand the current Xero PDF page-format behaviour, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Xero connector.
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