How to Create a Report for Your Account Rollup in Google Sheets or Excel

Last updated: February 9, 2026

Follow these steps to quickly generate a report for your account rollup using LiveFlow:

Step 1: Open Your Spreadsheet and Access LiveFlow

  1. Open Google Sheets or Microsoft Excel.

  2. Make sure the LiveFlow extension is installed and logged in.

  3. From the toolbar, select Create Report in the LiveFlow menu.

Step 2: Select Your Rollup and Customize Parameters

  1. In the Create Report menu, go to Select Report Source and scroll to the Rollup section.

  2. Choose your company and adjust the report parameters (e.g., date range or filters) to fit your needs.

Step 3: Generate the Report

  1. Click Generate Report to populate your spreadsheet with the rollup data.

  2. Review and customize the report as needed.

And that’s it! Your account rollup report is ready to use in Google Sheets or Excel.