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We will continue supporting current customers using FreshBooks data source while we announce a feature freeze for further feature development for FreshBooks data source. |
FreshBooks is a cloud-based accounting software designed for small businesses. It makes accounting and invoicing easy, fast, and secure. Used by millions of service-based business owners, FreshBooks is the top choice for everyday invoicing and simple time and expense tracking.
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When you connect to your FreshBooks account, we will prepare several predefined sample reports and charts to get you started. Then you can easily create custom reports, charts and dashboards for your specific needs.
On this page:
| Table of Contents |
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Connecting to the NEW FreshBooks Account
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- In flex.bi open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".
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- Select the version of your FreshBooks account (“New”), and click “Continue”. You will be redirected to the FreshBooks authorization page.
- To authorize flex.bi to import your FreshBooks account data, you will need to provide your user credentials.
- Congratulations, you are done!
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- In flex.bi open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".
- Select the version of your FreshBooks account (“Classic”), enter your FreshBooks site URL, and click “Continue”. You will be redirected to the FreshBooks authorization page.
- To authorize flex.bi to import your FreshBooks account data, you will need to provide your user credentials.
- Congratulations, you are done!
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How to export and import report definitions?
Revenues per Year
Revenue Per Quarter vs prev. Year
Revenue Per Month vs prev. Year
Revenue Timeline MTD vs prev. Year
Paid vs Unpaid Invoices by Quarter
Paid and Unpaid Revenues by Customer Top 10
Invoices by Status QTD
Income, Tax, Items YoY MTD
Past 6 Months Finance Report
FreshBooks Tax Report Current Year
FreshBooks Accounts Receivable Dashboard
FreshBooks Business Overview Dashboard
| Expand |
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{
"name": "FreshBooks Business Report",
"definition": {"pages":null,"reports":[{"width":100,"hide_frame":true,"cube_report_name":"Revenue Timeline MTD vs per Year","cube_name":"FreshBooks Invoices"},{"width":50,"clear":"right","hide_frame":true,"cube_report_name":"Revenues YoY MTD","cube_name":"FreshBooks Invoices"},{"width":50,"clear":"left","hide_frame":true,"cube_report_name":"Revenues YoY QTD","cube_name":"FreshBooks Invoices"},{"width":100,"hide_frame":true,"cube_report_name":"Revenues per Year","cube_name":"FreshBooks Invoices"},{"width":50,"clear":"left","hide_frame":true,"cube_report_name":"Revenue by Customer Top 10","cube_name":"FreshBooks Invoices"},{"width":50,"hide_frame":true,"cube_report_name":"Income, Tax, Items YoY MTD","cube_name":"FreshBooks Invoices"}]},
"dashboard_reports": [ {
"cube_name": "FreshBooks Invoices",
"cube_reports": [ {
"name": "Revenue Timeline MTD vs per Year",
"result_view": "timeline_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Invoice amount]","[Measures].[Invoice amount Prev. Year]"],"members":null}]},"rows":{"dimensions":[{"name":"Time","selected_set":["[Time].[Month].Members"],"members":null,"bookmarked_members":null}],"filter_by":{"conditions":[{"expression":"[Time].CurrentHierarchyMember","operator":">=","value":"2012","value_type":"date"}]},"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{},"view":{"current":"timeline_chart","maximized":true,"timeline_chart":{"series_type":"area","stacked":false,"series_options":{"Invoice amount":{"color":"#AAC458","type":"areaspline"},"Invoice amount Prev. Year":{"color":"#6795C4","type":"areaspline"}}}}}
},{
"name": "Revenues YoY MTD",
"result_view": "bar_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Invoice amount Prev. Year]","[Measures].[Invoice amount]"],"members":null}]},"rows":{"dimensions":[{"name":"Time","selected_set":["[Time].[Month].Members"],"members":null,"bookmarked_members":null}],"filter_by":{"conditions":[{"expression":"[Time].CurrentHierarchyMember","operator":">=","value":"12 months ago","value_type":"date"}]},"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{},"view":{"current":"bar_chart","maximized":true,"bar_chart":{"stacked":false,"vertical":true,"swap_axes":false,"data_labels":false,"series_options":{"Invoice amount":{"color":"#AAC458"},"Invoice amount Last Year":{"color":"#6795C4"},"Invoice amount Prev. Year":{"color":"#6795C4"}}}}}
},{
"name": "Revenues YoY QTD",
"result_view": "bar_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Invoice amount Prev. Year]","[Measures].[Invoice amount]"],"members":null}]},"rows":{"dimensions":[{"name":"Time","selected_set":["[Time].[Quarter].Members"],"members":null,"bookmarked_members":null}],"filter_by":{"conditions":[{"expression":"[Time].CurrentHierarchyMember","operator":">=","value":"12 months ago","value_type":"date"}]},"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{"nonempty":true},"view":{"current":"bar_chart","maximized":true,"bar_chart":{"stacked":false,"vertical":true,"swap_axes":false,"data_labels":true,"series_options":{"Invoice amount":{"color":"#AAC458"},"Invoice amount Last Year":{"color":"#6795C4"},"Invoice amount Prev. Year":{"color":"#6795C4"}}}}}
},{
"name": "Revenues per Year",
"result_view": "bar_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Invoice amount]"],"members":null}]},"rows":{"dimensions":[{"name":"Time","selected_set":["[Time].[Year].Members"],"members":null,"bookmarked_members":null}],"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{},"view":{"current":"bar_chart","maximized":true,"bar_chart":{"stacked":true,"vertical":true,"swap_axes":false,"data_labels":true,"series_options":{"Invoice amount":{"color":"#AAC458"}}}}}
},{
"name": "Revenue by Customer Top 10",
"result_view": "bar_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Invoice amount]"],"members":null},{"name":"Invoice Status","selected_set":["[Invoice Status].[All Invoice Statuses]","[Invoice Status].[Paid ]","[Invoice Status].[Unpaid]"],"members":[{"name":"All Invoice Statuses","full_name":"[Invoice Status].[All Invoice Statuses]","drillable":true,"depth":0,"type":"all","expanded":true,"drilled_into":false,"removed":true},{"name":"Draft","full_name":"[Invoice Status].[Draft]","depth":1,"removed":true,"parent_full_name":"[Invoice Status].[All Invoice Statuses]"},{"name":"Paid","full_name":"[Invoice Status].[Paid]","depth":1,"removed":true,"parent_full_name":"[Invoice Status].[All Invoice Statuses]"},{"name":"Partial","full_name":"[Invoice Status].[Partial]","depth":1,"removed":true,"parent_full_name":"[Invoice Status].[All Invoice Statuses]"},{"name":"Sent","full_name":"[Invoice Status].[Sent]","depth":1,"removed":true,"parent_full_name":"[Invoice Status].[All Invoice Statuses]"},{"name":"Viewed","full_name":"[Invoice Status].[Viewed]","depth":1,"removed":true,"parent_full_name":"[Invoice Status].[All Invoice Statuses]"}],"bookmarked_members":null}]},"rows":{"dimensions":[{"name":"Client Project","selected_set":["[Client Project].[Client].Members"],"members":null,"bookmarked_members":null}],"extreme_by":{"expression":["[Measures].[Invoice amount]"],"extreme":"top_count","limit":10},"nonempty_crossjoin":true},"pages":{"dimensions":[{"name":"Time","selected_set":["[Time].[This year to date]","[Time].[All Times]"],"members":[{"name":"All Times","full_name":"[Time].[All Times]","drillable":true,"depth":0,"type":"all","expanded":true,"drilled_into":false},{"name":"2016","full_name":"[Time].[2016]","drillable":true,"depth":1,"parent_full_name":"[Time].[All Times]"}],"bookmarked_members":null,"current_page_members":["[Time].[2016]"]}]},"options":{},"view":{"current":"bar_chart","maximized":true,"bar_chart":{"stacked":true,"vertical":true,"swap_axes":false,"data_labels":true,"series_options":{"Invoice amount":{"color":"#AAC458"},"Paid ":{"color":"#AAC458"},"Unpaid":{"color":"#E8A29B"}}}}}
},{
"name": "Income, Tax, Items YoY MTD",
"result_view": "bar_chart",
"definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Item amount]","[Measures].[Tax amount]","[Measures].[Invoice amount Prev. Year]","[Measures].[Invoice amount]"],"members":null}]},"rows":{"dimensions":[{"name":"Time","selected_set":["[Time].[Month].Members"],"members":null,"bookmarked_members":null}],"filter_by":{"conditions":[{"expression":"[Time].CurrentHierarchyMember","operator":">=","value":"12 months ago","value_type":"date"}]},"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{},"view":{"current":"bar_chart","maximized":false,"bar_chart":{"stacked":false,"vertical":true,"swap_axes":false,"data_labels":false,"series_options":{"Invoice amount":{"color":"#AAC458"},"Invoice amount Last Year":{"color":"#6795C4"},"Invoice amount Prev. Year":{"color":"#6795C4","type":"column"},"Tax amount":{"type":"areaspline","color":"#DC7369"},"Item amount":{"separateAxis":1,"type":"spline","color":"#F1A257"}}}}}
} ],
"calculated_members": [{"name":"Invoice amount Prev. Year","dimension":"Measures","formula":"(ParallelPeriod([Time].CurrentHierarchy.Levels('Year'), 1, [Time].CurrentHierarchyMember),\n[Measures].[Invoice amount])","format_string":"#,##0.00"},{"name":"This year to date","dimension":"Time","formula":"Aggregate(\n Filter(\n [Time].[Day].Members,\n DateBetween([Time].CurrentMember.StartDate,DateSerial(Year(Now()),1,1),DateSerial(Year(Now()),Month(Now()),Day(Now()))\n)))","format_string":""},{"name":"Unpaid","dimension":"Invoice Status","formula":"Aggregate({\n[Invoice Status].[Partial],\n[Invoice Status].[Sent],\n[Invoice Status].[Viewed]\n})","format_string":""},{"name":"Paid ","dimension":"Invoice Status","formula":"Aggregate({\n[Invoice Status].[Paid]\n})","format_string":""}]
} ]
} |
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