Data Tables
Pull complete datasets from Xero as Excel tables. Unlike formulas (which return single values), tables give you full lists of invoices, contacts, accounts, and more - ready for filtering, sorting, and analysis.
Tables vs Formulas
Use Tables when:
- You need complete lists (all invoices, all contacts)
- You want to filter and sort in Excel
- You need transaction details for analysis
Use Formulas when:
- You need specific values (account balance, contact email)
- You're building calculations
- You want data in specific cells
How to Insert a Table
- Open the XO Report task pane
- Click Tables and Reports tab
- Select a table type from the dropdown
- Choose your organizations (multi-select supported)
- For transaction tables, select a date range
- Choose columns to include
- Click Insert Table
Reference Data Tables
Organizations
Connected Xero organizations with details
Accounts
Chart of Accounts from Xero
Contacts
Customers and suppliers with contact details
Items
Inventory and service items
Tracking Categories
Tracking categories and options
Tax Rates
Tax rate configurations
Currencies
Currency list for multi-currency businesses
Transaction Tables
Transaction tables require a date range and support status filtering.
Multi-Organization Support
When you select multiple organizations, data is combined into one table with OrgID and OrgName columns for filtering.
Table Refresh
Click anywhere in your table and use the Refresh Table button to get the latest data. Your date presets (like "Last Month") are re-calculated and custom columns you added are preserved.