Xero SQL templates

5 ready-to-run SQL models for Xero data in your own warehouse. Each one runs as-is against your synced tables, in Weld SQL or dbt.

• Journal Entries Report

  This template generates a report on journal entries from Xero, breaking down the data by year and month. It gives you a count of all journal entries and a count of individual journal lines for each journal entry within the specified periods.

  Intermediate

• Monthly Invoice Summary Report

  This template generates a monthly invoice summary report from Xero, organizing the data by year and month. It details various invoice metrics such as the total number and amount of invoices, total tax, total amount due and paid, amount credited, and the number of unique contacts involved.

  Intermediate

• Invoice Entries Report

  This template generates a report on invoice entries from Xero, breaking down the data by year and month. It gives detailed information on each invoice entry including various attributes such as invoice ID, description, quantity, and so on.

  Intermediate

• Tracking Details Report

  This template generates a report that brings together tracking details from journal and invoice records, outlining essential details including source type, source ID, and financial particulars such as net and gross amounts, tax details, and tracking categories.

  Advanced

• Monthly Sales Report

  This template creates a monthly sales report by analyzing invoice data. It breaks down sales numbers and revenue per product/service and item code on a monthly basis, offering a clear view of how different offerings perform over time.

  Intermediate

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