Build an Automated Xero Management Report Pack in Google Sheets
Create a reusable Google Sheets report pack that pulls Xero data and formats it automatically for monthly management reporting.
💸 Free⏱️ 30 min saved✅ 1894 runs
Who is this for?
This guide is for Management Accountants and CFOs who need to build a bespoke report pack that updates automatically from Xero data.
Step-by-Step Guide
Troubleshooting & Common Pitfalls
| Issue | Solution |
|---|---|
| New Accounts Missing | If you add a new account in Xero, you MUST add it to your Mappings tab, otherwise it won't appear in the report (or will appear as "Unmapped"). |
| API Limits | Some add-ons have daily limits on how often you can refresh data. Schedule refreshes carefully. |
| Formula Slowness | SUMIFS on large datasets can be slow. Use Pivot Tables or QUERY() functions for better performance on 10k+ rows. |
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.