Live data from your apps

Bring totals (pivots) and rows (lists) from Accounting, POS, CRM, Inventory, HR and every other Ellibo app into a sheet, read fresh each time the spreadsheet opens.

How it works

Spreadsheet reads the data your other Ellibo apps keep - sales invoices, bills, POS bills, deals, stock, tickets, employees, timesheets and more - live. Nothing is copied: the data is read again every time someone opens the spreadsheet, so the numbers are always today's.

The data lands in the sheet as formulas (ELLIBO.PIVOT and ELLIBO.LIST), so your own formulas, charts and conditional formats work on it like on any other cell.

Who sees what: each person sees only data from the apps they have a role in. Someone without a CRM role opens the same spreadsheet and sees #ACCESS in the deal cells. Pay data (payslips and pay runs) is for the business owner only.

Insert a pivot (totals)

1. Select the cell where the pivot should start.
2. App data > Insert a pivot from your apps (or the grid button in the toolbar).
3. Choose the data, for example Accounting: Sales invoices.
4. Rows: group by up to three fields - customer, item, city... Dates can be grouped by day, week, month, quarter or year.
5. Columns (optional): one or two more fields across the top.
6. Values: up to three - a count of rows, or the sum, average, lowest or highest of a number like Total or Balance due.
7. Only rows where (optional): conditions like Payment status is Unpaid or Date in the last 90 days.

Press Insert. The pivot appears with headings, a row for each group, sub-totals when you group by more than one field, and a Total line.

Insert a list (rows)

App data > Insert a list from your apps, choose the data, tick the fields, choose the order (for example Days overdue, largest first) and how many rows (up to 5,000).

Working with app data

• Right-click a cell of a pivot or list for Edit (change its grouping and lay it out again) or Refresh this data.
• App data > App data in this spreadsheet lists every pivot and list, where it is, and lets you show, refresh, edit or delete it.
• App data > Refresh all app data reads everything again without reopening.

You can also write the formulas yourself, for example =ELLIBO.PIVOT("P1", "total", "date:month", "2026-11") - the total of pivot P1 for November 2026 - so a cell can pick exactly the number it needs.

Dashboard filters

App data > Dashboard filters adds filters that change the app data of the whole spreadsheet - a date period (a month, a quarter, a year, the last 30 days...) or a choice of values (a branch, a salesperson, a customer). For each filter, pick the field it filters in each pivot and list. The filters show above the sheet and on the dashboard; each person can change them while they look.

=ELLIBO.FILTER("Period") shows the chosen value in a cell, for a title like Sales - March 2026.

Dashboard filters are on Standard and up.

From Analytics

In Ellibo Analytics, a table of app data has Open in Spreadsheet: a new spreadsheet opens with that data as a live list.