Xero Profit and Loss Report Now Available in Weld
We’ve just added support for syncing the Profit and Loss report via Weld’s Xero connector, giving you direct access to financial performance data, structured and ready for analysis in your data warehouse.
Whether you're monitoring revenue trends, comparing costs across periods, or reporting on margins by department, the Profit and Loss report helps bring clarity to your financials.
What is the Profit and Loss report in Xero?
The Profit and Loss report in Xero summarizes your revenue, expenses, and net profit over a set time period. It's essential for:
- Tracking profitability
- Comparing financial performance over time
- Reporting financials by tracking category (e.g. departments or projects)
- Building custom dashboards or monthly reports
For more details on how the report is structured, you can explore Xero’s official Profit and Loss report documentation.
How to enable the Profit and Loss report in Weld
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Go to Weld → Connectors → Xero
Find your existing Xero connector in the list of data sources.
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Click “Configure”
This opens the sync settings for your Xero connection.
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Under “Tables,” enable “profit_and_loss_report”
You’ll see a list of available reports and data types. Make sure profit_and_loss_report is checked.
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Save and run a sync
Once saved, Weld will start syncing the Profit and Loss report as a new table in your data warehouse.
Analyze and combine your data
Once synced, you can use the Profit and Loss data with other datasets already in Weld, like revenue from Shopify or ad spend from Meta.
This gives you a more complete picture of business performance across teams and timeframes.
Need help setting it up? Visit the Xero connector page or get in touch with us for support.
