Create Report

 Public Sub radius_Sample()  
    ' Error handling.  
    On Error GoTo radius_ErrorHandling  
    
    Dim radius_Settings As String
    Dim radius_TargetReportDate as Date
    
   ' Get target date (this can be read this from a sheet cell, for example).
    radius_TargetReportDate = VBA.DateSerial(2024, 03, 31)
    
   ' Populate settings string inserting custom date.
    radius_Settings = "<ReportSettings><Date><At>" & VBA.Format$(radius_TargetReportDate, "yyyy-mm-dd") & "</At></Date><ComparisonPeriods number='1' length='1' size='year' sort='descending'/><Columns><Column id='Code' name='Account Code' format='text'/><Column id='Name' name='Account' format='text'/><Column id='Type' name='Account Type' format='text'/></Columns><Options><ReportPeriod>year</ReportPeriod><ZeroBalanceAccounts>false</ZeroBalanceAccounts><SaveSettings>true</SaveSettings><Decimals>true</Decimals><paymentsOnly>false</paymentsOnly><CombineDrCr>true</CombineDrCr></Options><Layout>Table</Layout></ReportSettings>"
    
    ' Create report on Sheet1, cell A1.
    RadiusCore.CreateReport xroRepTrialBalanceMulti, Sheet1.Range("A1"), radius_Settings, True    
    ' Create report on an existing table on Sheet2. Don't show the progress bar.  
    RadiusCore.CreateReport xroRepTrialBalanceMulti, Sheet2.ListObjects("TableName"), radius_Settings, False
    
    Exit Sub  
    
radius_ErrorHandling:  
    ' Implement per RadiusCore error handling example.  
End Sub  

' To create an account transactions report for multiple accounts at once via API.
' Note: Before running this, create an Account List report on a sheet named 'XeroAccounts' with Columns `Name`, `Code`, and `Account ID` included.
Public Sub radius_Sample()
    ' Error handling.
    On Error GoTo radius_ErrorHandling
    
    Dim radius_ReportSettings As String
    Dim radius_ListRow As ListRow
    Dim radius_TargetAccountNames As Variant
    Dim radius_DateFrom As Date
    Dim radius_DateTo As Date
    Dim radius_HasValidAccount As Boolean
    
    ' Add all of the accounts you want to get here (this array could be read from a range of sheet cells to allow the user to easily edit)
    radius_TargetAccountNames = Array("AccountName1", "AccountName2", "AccountName3")
    
    ' Set report date range (this can be read this from a sheet cell, for example).
    radius_DateFrom = VBA.DateSerial(2024, 3, 1)
    radius_DateTo = VBA.DateSerial(2024, 3, 31)
    
    ' Compile report settings
    radius_ReportSettings = "<ReportSettings><Accounts>"
    For Each radius_ListRow In Sheets.Item("XeroAccounts").ListObjects.Item(1).ListRows
        If VBA.InStr(VBA.Join(radius_TargetAccountNames, ","), radius_ListRow.Parent.ListColumns.Item("Name").DataBodyRange.Item(radius_ListRow.Index).Value) Then
            radius_ReportSettings = radius_ReportSettings & "<Account id='" & radius_ListRow.Parent.ListColumns.Item("Account ID").DataBodyRange.Item(radius_ListRow.Index).Value & "' name='" & radius_ListRow.Parent.ListColumns.Item("Name").DataBodyRange.Item(radius_ListRow.Index).Value & "' code='" & radius_ListRow.Parent.ListColumns.Item("Code").DataBodyRange.Item(radius_ListRow.Index).Value & "'/>"
            radius_HasValidAccount = True
        End If
    Next radius_ListRow
    radius_ReportSettings = radius_ReportSettings & "</Accounts><Date><From>" & VBA.Format$(radius_DateFrom, "yyyy-mm-dd") & "</From><To>" & VBA.Format$(radius_DateTo, "yyyy-mm-dd") & "</To></Date>"
    radius_ReportSettings = radius_ReportSettings & "<Columns><Column id='AccountCode' name='Account Code' format='text'/><Column id='AccountName' name='Account Name' format='text'/><Column id='JournalDate' name='Date' format='date'/><Column id='SourceType' name='Source' format='text'/><Column id='Description' name='Description' format='text'/><Column id='Reference' name='Reference' format='text'/><Column id='Debit' name='Debit' format='number'/><Column id='Credit' name='Credit' format='number'/><Column id='RelatedAccount' name='Related Account' format='text'/></Columns>"
    radius_ReportSettings = radius_ReportSettings & "<Options><SaveSettings>false</SaveSettings><Decimals>true</Decimals></Options><Layout>Table</Layout></ReportSettings>"
      
    If Not radius_HasValidAccount Then
        VBA.MsgBox "No valid accounts found, report cannot be created", vbExclamation + vbOKOnly, "MyApplicationName"
        Exit Sub
    End If
    
    ' Create report on activesheet, cell A1.
    RadiusCore.CreateReport xroRepAccountTransactions, ActiveSheet.Range("A1"), radius_ReportSettings, True
    Exit Sub
    
radius_ErrorHandling:
    ' Implement per RadiusCore error handling example.
End Sub