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Admin & Account Settings
How to build blocks with class, category, or department data
Accounting data sources like QuickBooks and Xero allow you to split certain reports by class, category, or department (also known as location).
Here's how to build a block on any board with this data:
From any dashboard:
- Bring into edit mode
- Add a blank table
- Select "Add Metric" from the table options
- Select by Data Source > Xero/QuickBooks
- Go to Profit and Loss by Category
- Select any metric
- Select the category
Repeat this process until you have built the desired block.