Help centre · Projects
Explore (Pivot)
Open this screen in Saral/projects/reports/explore
A pivot over the group's Xero profit and loss lines: drag fields to rows, columns and filters, slice by period, company, class and project, compare periods, drill into any cell to the transaction lines, and save the layout. The one answer to 'these ten projects, by month, cost only' — an auditor's and an accountant's tool, so it sits on the settings key rather than a QS's menu.
You enter
- The layout: which fields are rows and columns, which are filters, which measure. Saved views keep a layout for next time.
- The period, the basis, the display switches (top N, no zeros, % of column, heatmap, period comparison).
Saral fills in
- Every journal line across the group's Xero orgs, cached after the first load so drags and slicers respond at once; the intercompany reconciliation whenever a basis is applied.
- The presets: the Excel layout, the V3 workbook's scope, projects × month, company × month, P&L cost head × month, biggest movers year on year.
- The underlying transaction lines for the current range as Excel or CSV, and the grid as shown as PDF or Excel.
It produces
- The grid as PDF or Excel, the lines feed as Excel or CSV, emailed or downloaded; saved views shared with the team.
What this page is for
Three screens used to render the same journal pull — Transactions, Analysis and this pivot — and their URLs now redirect here. Explore is the format for a question the fixed reports do not ask: a selection of projects, a custom grouping, a year-on-year comparison, with the lines behind every figure one click away.
The basis
Group basis eliminates intercompany pairs; Entity shows each company's books; Audit keeps the raw buckets with Class as a dimension — on Explore that raw bucket is a legitimate forensic slice. The reconciliation strip states the identity between bases whenever one is applied. A one-company account is pinned to the entity basis and the control is hidden.
Custom categories
The custom pivot dimensions are configuration and live on the module's settings page under Dimensions; the link shows only to someone who can open it.
Where next
For one project's cost to the line with inline coding, the Live Project Report; for the reconciled month, the CVR Report.
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