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Xero Pivot Reporting Survey
We are conducting an informal poll of Xero users to assess if internal reporting tools may be useful to the broader community. (We are a 3rd-party team, not affiliated with Xero - except that we are Xero users too)
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How often do you export data from Xero for analysis/reporting/review in a spreadsheet such as Google Sheets or Excel?
1 - never
5 - frequently
1
2
3
4
5
Clear selection
How often do you use Pivot Tables (sometimes called cross-refs) to analyze Xero data in spreadsheets?
1 - never
5 - frequently
1
2
3
4
5
Clear selection
Which types of data do you analyze using these methods?
Income & Expense Data
Project Data (Time, Cost and Income)
Other:
Who has access to the shared reports?
Only me
Me and my team
Shared with other teams, collaborators
Clear selection
How many users have access to Xero in your org?
Your answer
If you could build and generate Pivot Reports directly in Xero (via a plugin) without the need to first export data into a spreadsheet - would that be a feature you and your team would find valuable?
1 - not valuable
5 - very valuable
1
2
3
4
5
Clear selection
Would you be interested in beta testing this plugin?
Yes
No
Clear selection
Do you have any other comments, ideas, suggestions related to the feature described above?
Your answer
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