Tableau Connector for QuickBooks Online

Build 24.0.9062

CreateProfitAndLossSummaryReport

Generates a Profit and Loss Summary report schema file.

Input

Name Type Description
ReportName String The name of the report.

デフォルト値はProfitAndLossSummaryReportです。

ReportDescription String A description for the report. If one is not specified, a description based on the ReportType will be selected.
AccountingMethod String The accounting method used in the report.

使用できる値は次のとおりです。Cash, Accrual

Class String Filters report contents to include information for specified classes if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Class IDs.
Customer String Filters report contents to include information for specified customers. This is a comma separated list (spaces omitted after/before separating comma) of one or more Customer IDs
DateMacro String A predefined date range. Use this if you want the report to cover a standard report date range. Otherwise, use the StartDate and EndDate to cover an explicit range.

使用できる値は次のとおりです。Today, Yesterday, This Week, This Week-to-date, Last Week, Last Week-to-date, Next Week, Next 4 Weeks, This Month, This Month-to-date, Last Month, Last Month-to-date, Next Month, This Fiscal Quarter, This Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year, Last Fiscal Year-to-date, Next Fiscal Year

Department String Filters report contents to include information for specified departments if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Department IDs.
Item String Filters report contents to include information for specified items. This is a comma separated list (spaces omitted after/before separating comma) of one or more Item IDs.
StartDate String The startdate of the report. StartDate must be less than EndDate.
EndDate String The enddate of the report. EndDate must be greater than StartDate.
SummarizeColumnsBy String The criteria by which to group the report results.

使用できる値は次のとおりです。Total, Month, Week, Days, Quarter, Year, Customers, Vendors, Classes, Departments, Employees, ProductsAndServices

Vendor String Filters report contents to include information for specified vendors. This is a comma separated list (spaces omitted after/before separating comma) of one or more Vendor IDs.
Indentation String Add spaces at the start of values to visually identify totals and group values.
WriteToFile String Whether to write to an output file or not. Defaults to true, must be set to false to write to FileStream or FileData.

Result Set Columns

Name Type Description
Result String Success or Failure.
SchemaFile String The generated schema file.
Columns String The number of columns found.
FileData String The BASE64 downloaded file content. Only returned if WriteToFile set to false and FileStream is not set.

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Build 24.0.9062