I’m trying to create a trial balance by tracking category. Ideally, if I can get the account transactions report into Xero then I can manipulate this into a pivot table that will show me the report as I want it to. Can you let me know if this is possible please?
Hi! Thank you for reaching out.
With regards to your question, Xero does not provide the Trial Balance with tracking categories hence this option is not available in DataDear. Can you try using the Profit & Loss Multiple period and see if it helps. There is a nice example of a P&L with slicers in the templates library.
In the meantime, you could have a look at the journals data table which can provide most of the data you require. All the GL transactions with their tracking options are available so you might be able to build the report you need using this raw data.
Hope this helps!