Spreadsheet with your other apps

How Spreadsheet works with Accounting, POS, CRM, Inventory, Analytics, Documents and the other Ellibo apps, and the Spreadsheet settings.

Data from every app

Pivots and lists can read the data of every Ellibo app your business uses - Accounting (invoices, bills, payments, expenses, ledger, items, contacts), POS (bills, items sold, payments, day close), Inventory (stock, moves, orders), CRM (deals, leads, activities, calls, quotes), Subscriptions, Projects, Timesheets, Expense, Sign, Field Service, Helpdesk, Manufacturing, Bookings, HR (employees, leave, attendance; pay for the owner only), Ecommerce, Email Marketing, Marketing Automation, Documents, Discuss, Website, Planning, Rental, Surveys, Live Chat, Social Marketing, Events, Fleet, eLearning and Knowledge. See Live data from your apps.

Ledger balances come from Accounting - see Ledger formulas.

Analytics

Open in Spreadsheet: on an Analytics table of app data, opens a new spreadsheet with that data as a live list.
Spreadsheet charts on Analytics dashboards: pin a chart in Spreadsheet, then add it to an Analytics dashboard with Spreadsheet chart.
Analytics can also report on your spreadsheets themselves (the Spreadsheets data: made, changed, comments, links, schedules - titles of team spreadsheets only).
A business on Analytics Professional or Business gets Spreadsheet Standard included.

Documents

Under Documents > From apps > Spreadsheet, each person sees the spreadsheets they may open, as Excel files of the values last saved - to preview, download or copy into a Documents folder. Click the spreadsheet's name to open it in Spreadsheet.

Settings

Settings (Admins) has:

New spreadsheets: private (only the maker) or open to the team.
App data: how often app data refreshes while a spreadsheet is open (or only when it opens).
Dashboards: how often dashboards refresh, and the seconds per dashboard in TV mode.
Notifications: whether people get emails for comments and shares.
The API, webhooks and the audit log (Business).