Xero reports created with the Save Xero Org 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.
Data refresh is only available for Table layout reports.
Select Radius on your Excel ribbon.
In the Refresh section, press the Refresh button. Two options are then available.
Once the refresh procedure is complete, the Last Updated Date (as explained in Understanding RadiusCore Xero Reports) will change to the current date-time.