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Solution

Xero Reporting

Remove the reliance on IT. Make custom and advanced reporting simple for Xero users.
Core Experience ERP Reporting
Created By eOne Solutions
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Self-Service Reporting
Embedded Reporting
Cross App Reporting
Analytics
Self-Service Reporting

eOne fills the reporting gaps in Xero. Get all the flexibility you need to create and customize your reports.​

eOne’s Popdock makes it easy for users to search, create advanced queries, create the Xero reports on the fly, and share easily share reports with their team.

  • Connect to all of your Xero data via web services to create standard and custom lists.​
  • Bring Xero data from various tables together in your list reports.​
  • Add calculations and restrictions to your lists.​
  • Search and use advanced filtering. ​
  • Group and subgroup to see totals and subtotals by category. ​
  • Use multi-company reporting across your lists.​
  • Save Favorites and share them with other users.​
  • Use actions to do things like open records, see related details, or run processes.​
  • Export reports to Microsoft Excel or PDF.​
  • Email reports on a schedule (available with Popdock Premium).

Outcomes Delivered​

  1. Simple interface for users​
  2. Less IT and information requests​
  3. Secure data access

Licensing Required​

Popdock Basic Plan or above.

Embedded Reporting

Make Xero reports convenient by embedding them in your apps. Allow users to get to their data and insights faster.

  • Create and access reports with Xero data, and data from other apps.​
  • Enable all the self-service reporting options.​
  • Enjoy a no-code set up experience to embed full embed reporting on records with parameters. For example, embed transactions for a specific customer on an account record in your CRM, so the transactions are filtered to only that customer.

Outcomes Delivered​

  1. Simplify complex integration.​
  2. Intuitive interface built for users.​
  3. Many options to get to details.

Licensing Required​

​Popdock Basic Plan or above.

Cross App Reporting

Combine Xero data and data from other applications with Custom Lists.​

Without writing a single line of code, Popdock makes it possible to:​

  • Join data from multiple sources into one list based on field. ​
  • Compare similarities and differences between lists. ​
  • Merge data into a single list. ​
  • Summarize data from multiple sources into a single list.

Outcomes Delivered​

  1. SQL-level power to join data.​
  2. Bring cloud and on-premise data together.​
  3. Join your custom data and add calculations.​
  4. No developers required.

Licensing Required​

​Popdock Business Plan or above.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on Xero data.​

​Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs this month or year-over year? Matrix reports let you create an aggregate, variance, and color-coding to see an at a glance analysis of your Xero data.

Outcomes Delivered​

  1. Analyze quickly​
  2. Bring data together easily and look at trends.​
  3. Better decision-making.

Licensing Required​

​Popdock Premium

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eOne’s data management suite is used by the world’s most iconic brands to core ERP and integration and autmation processes