Reporting reference
A grain describes what one row represents. Select it before choosing the chart or measure so totals are not multiplied or interpreted as the wrong business event.
Write the question, choose the grain where one row matches the object being measured, select a field and aggregation, then verify the result against a detailed table or source summary.
Xero reporting reference
Grain: One Trial Balance-derived account and reporting-date summary row.
Use for P&L, balance sheet, revenue, expenses and account movement. Do not use for invoice or payment drill-down.
FinancialSummary.ReportingAmountFinancialSummary.YTDNetAmountFinancialSummary.DebitAmountFinancialSummary.CreditAmountFinancialSummary.PeriodMonthFinancialSummary.ReportSectionFinancialSummary.AccountNameFinancialSummary.AccountCodeGrain: One reconstructed accounting activity line.
Use for source type, line role and tracking analysis where official journal access is unavailable. It is not official-ledger parity.
FinancialActivity.ReportingAmountFinancialActivity.DateFinancialActivity.SourceTypeFinancialActivity.PLSectionFinancialActivity.BalanceSheetSectionFinancialActivity.TrackingOption1FinancialActivity.TrackingOption2Grain: One row per live invoice or bill.
Use for invoice totals, due dates, paid and outstanding amounts, and customer or supplier value.
Invoice.GrossAmountInvoice.NetAmountInvoice.TaxAmountInvoice.OutstandingGrossInvoice.AmountPaidInvoice.InvoiceTypeInvoice.DateInvoice.DueDateContact.NameGrain: One row per live invoice or bill line.
Use for item, product, tracking, net, tax and gross analysis. Do not use for invoice ageing.
InvoiceLine.NetAmountInvoiceLine.TaxAmountInvoiceLine.GrossAmountInvoiceLine.ItemCodeInvoiceLine.TrackingOption1InvoiceLine.TrackingOption2InvoiceLine.DateItem.NameGrain: One row per authorised payment.
Use for receipts, supplier payments and settlement timing. Do not use for revenue recognition.
Payment.AmountPayment.DateAccount.NameAccount.TypeContact.NameGrain: One row per available Xero journal line.
Use only where journal access is available in the purchased source tier.
HubSpot reporting reference
Grain: One row per HubSpot company.
Use for company counts, lifecycle, owner, industry, country and account activity summaries.
Company.CountCompany.ActiveCountCompany.ActivityCountCompany.ContactedActivityCountCompany.CreatedDateCompany.LastSalesActivityDateGrain: One row per HubSpot contact.
Use for contact counts, lifecycle, owner, company association and contact activity summaries.
Contact.CountContact.ActiveCountContact.ActivityCountContact.ContactedActivityCountContact.CreatedDateContact.LastSalesActivityDateGrain: One row per HubSpot deal.
Use for pipeline, stage, value, owner, won/lost and sales-cycle reporting.
Deal.AmountInCompanyCurrencyDeal.WeightedAmountInCompanyCurrencyDeal.CountDeal.DaysOpenDeal.CreatedDateDeal.CloseDateDeal.IsClosedDeal.IsWonDeal.OwnerDeal.StageGrain: One row per call, email, meeting, task or note.
Use for activity volume, owner work, outcome, status and engagement timing.
Activity.CountActivity.EmailCountActivity.CallCountActivity.MeetingCountActivity.TaskCountActivity.CallDurationMinutesActivity.TypeActivity.DateActivity.OutcomeActivity.StatusCompanies House reference
Grain: One row per active company incorporated in the configured discovery window.
Use for new-company counts and research by sector, SIC section, town, postcode area and incorporation month. It does not contain verified contact, officer or credit-risk data.
Company.ActiveCountCompany.AgeDaysCompany.AgeYearsCompany.NameCompany.NumberCompany.PrimarySectorGroupCompany.PrimarySICSectionLocation.TownLocation.PostcodeAreaLink.CompaniesHouseLink.GoogleSearchDatplan Demo reference
Grain: One row per demo invoice header.
Use for invoice value by month, status, currency or customer.
Invoice.DateInvoice.DueDateInvoice.StatusInvoice.CurrencyInvoice.SubtotalInvoice.TaxInvoice.TotalGrain: One row per demo invoice line.
Use for quantity, unit price, product and line-value analysis.
InvoiceLine.DateInvoiceLine.QuantityInvoiceLine.UnitPriceInvoiceLine.NetAmountProduct.NameProduct.CategoryGrain: One row per demo payment.
Use for payment amount by date or method.
Payment.DatePayment.MethodPayment.AmountGrain: One row per demo bank transaction.
Use for transaction amount by account, type or date.
BankTransaction.DateBankTransaction.TypeBankTransaction.DescriptionBankTransaction.AmountAccount.NameGrain: One row per demo journal line.
Use for debit, credit and movement by account and date.
Journal.DateJournal.DescriptionJournal.DebitJournal.CreditJournal.MovementAccount.NameDashboard recipes
| Question | Grain | Category | Measure | Aggregation and filters |
|---|---|---|---|---|
| Xero revenue by month | Financial Summary | Period month | Reporting amount | SUM; Report section = Revenue; Month-end snapshot |
| Xero outstanding invoices by due month | Invoice Summary | Due month | Outstanding gross | SUM; select receivable or payable invoice type |
| Xero sales by item | Invoice Lines | Item name or code | Line net amount | SUM; sales invoice type |
| HubSpot open pipeline by stage | Deals | Deal stage | Amount in company currency | SUM; Is closed = false |
| HubSpot activities by owner | Activities | Activity owner | Activity count | SUM; choose the required activity-date period |
| Companies by sector | New Company Snapshot | Primary sector group | Active company count | SUM |
| Demo invoice value by status | Invoice Summary | Invoice status | Invoice total | SUM |
| Demo journal movement by account | Journal Lines | Account name | Journal movement | SUM; choose the required date period |
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.