Xero Smart Profit and Loss

Hi - I’ve downloaded the Smart P&L report and want to use it to report actual versus budget by department, however it isn’t picking up budget. Is this something that this report can be used for or should I be using a different report?

Thanks

Ruth

Hi @ruth.aspel

Thankyou for getting in touch and for using DataDear.

The Smart P&L report will allow you to report actual and budgeted figures thanks to the slicers in the at the top of the Profit and Loss Report tab.

For the report to pull your budget data you need to make sure you are doing 2 things.

  1. You are using the Overall budget in Xero. DataDear can only pull Overall Budget figures from Xero.

  2. You need to insure to tick the Include Budgets box in the Criteria window before refreshing.

I Hope the above helps. Please let me know should you require anything further.

Kind regards,

David

Hi David

Thank you for responding - I didn’t have the include budget box ticked.

However if it only picks up the overall budget, then it can’t slice by department, can it? Which is what I’m trying to do - show budget vs actual by department. Is there a report template that can do that?

Many thanks

Ruth

Hi @ruth.aspel

I believe the Smart P&L with slicers template might be what you are looking for.

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Kind regards,

David

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