Refreshing Xero Report Data

Xero reports created with the Save Connection option enabled can have their data refreshed with up-to-date Xero data at any time. Refreshing a report’s data is easy and should be used to ensure any changes made in Xero are reflected in Excel. To refresh a report’s data, follow the instructions below.

1. Select Radius on your Excel ribbon.

2. In the Refresh section, press the Refresh button. Two options are then available.

   

   Option	Detail
   Selected	If you would like to refresh only one report, select a cell within the report table/range and choose this option. Data for the selected report will be refreshed, all other RadiusCore Xero reports will retain existing data.
   All	Refresh all RadiusCore Xero reports in the active Excel workbook. This option works with multiple organisations, refreshing Xero reports with the appropriate organisation’s Xero data.

3. A progress bar will appear, displaying the current progress of the refresh process.

   

4. Once the refresh procedure is complete, the Last Updated Date (as explained in Understanding RadiusCore Xero Reports) will change to the current date-time.