Tracking Categories Table
Tracking categories and their options from Xero. Categories like Region, Department, or Project are flattened into rows with their options.
It's the quickest way to get a clean list of every Region, Department, Project or cost centre you track in Xero, handy as a lookup list for any report that splits numbers by tracking category.
How to insert the Tracking table
- Open the XO Report task pane and click Tables and Reports.
- Choose Tracking.
- Pick the organisation (this step is skipped when only one is connected).
- Click Insert Table. The full list lands on a new sheet named “Tracking”. Turn on Include Archived at the options step if you need retired categories or options too.
What you can build with it
- A lookup list for tracked balances:XO.BALANCE can filter by tracking category and option; paste the OptionName values into a drop-down (Data Validation) so nobody mistypes “North” as “Nth”.
- Department or region report skeleton:one row per option is exactly the layout a by-department P&L needs; point a formula at each row.
- Clean-up audit:with Include Archived on, filter OptionStatus to ARCHIVED to see what's retired and check nothing live still posts to it.
Tracking table or XO.TRACKING?
They cover the same categories and options; the table adds the TrackingCategoryID and TrackingOptionID columns plus a Timestamp, while XO.TRACKING returns the six name/status columns. Use the table when you want it on its own sheet with the task pane's refresh; use the XO.TRACKING formula when you want the list to appear inside an existing sheet as a spill-over range.
Filters
Include Archived
Toggle to include archived categories and options. By default, only ACTIVE items are shown.
Output Columns
| Column | Description |
|---|---|
| CategoryName | Tracking category name (e.g., "Region", "Department") |
| CategoryStatus | ACTIVE or ARCHIVED |
| OptionName | Tracking option name (e.g., "North", "South") |
| OptionStatus | ACTIVE or ARCHIVED |
| TrackingCategoryID | Category unique identifier |
| TrackingOptionID | Option unique identifier |
Plus OrgID, OrgName, and Timestamp columns.
Tips
- Each row represents one option within a category
- Filter by CategoryName to see all options for a specific category
- Use these values when filtering reports or XO.BALANCE by tracking