Friday, February 17, 2012

Custom reports for Freshbooks, Xero, and Norada Solve360

We've been building custom reports for Norada Solve360 CRM in Google Spreadsheets for a while and realized that since Freshbooks has a published open API we could do the same for Freshbooks customers.

In our case we wanted to know billings/revenue by employee.  The default Freshbooks report lumps the full invoice amount under who created the invoice not who generated the billable time entry.

Our custom report directly grabs the invoice line items via the Freshbooks API so updating the report with the latest data is as simple as clicking the menu option "Refresh Invoices".

Freshbooks Billings by Staff/Employee

Since it is programmed in Google Apps Script inside Google Spreadsheets sharing the report is a snap and you can use the invoice line item data to populate pivot table reports.  Pivot Tables in Google Spreadsheets allow you to slice the data any way you choose for billings by week, by task, by rate, etc.

All the Javascript like code runs on the Google infrastructure so there is zero software to install or manage and zero recurring costs.

Contact us at Interlockit.com if you'd like to purchase your own copy of this report or have us build a different report specific to your needs for Freshbooks, Xero, or Norada Solve360.