Filtering cards by Xero Tracking Categories and Options

Personalise your Charts and make them beautiful with our guide on setting default and individual Chart Types, and choosing what displays on a Graph

Written by Rob Guard

Tracking categories and options are a secret weapon when it comes to accurately tracking revenue and cost centres across the business. As well as tracking cards that give you an option to option comparison, other cards (and scenarios) allow you to filter data by tracking options too.

Let’s find out how to filter report, comparison and snapshot cards by tracking options.

The Tracking Filter

When you edit the settings for any card – assuming you’ve selected an organisation that has tracking, you’ll see the optional filter for tracking options. You might need to click show tracking filters if it’s not expanded.

 

By default, no tracking filters are added to reports, but it’s very simple to refine our report to view the data we want to. Simply select a tracking category, and then select on or more tracking options using the search.

 

 

If you add more than one tracking option then the values in the report will be the sum of them. So if north has 5,000 in sales, and south has 3,000 in sales, selecting both options will result in 8,000.

When a card has one or more tracking filters in operation we’ll show you a small tag. You can mouse over this tag to find out what tracking options are in use.

 

What Can You Do?

On a report card – the result will be the same as using a tracking card with only one tracking option selected but without the additional headers.

 

Using filters on comparison and snapshot cards allow you to get better insight into the performance of individual areas of the business. If you’ve setup tracking against your forecasts you will now be able to compare actual vs budget for north, or create an expenses snapshot card to monitor spending for south!