---
title: How the client's Activity Summary is calculated
description: What the client Activity Summary in Aider covers and where to find corresponding data in Xero.
---

[Skip to content](https://ask.aider.ai/help/how-the-client-activity-summary-is-calculated#main-content)

English

Show submenu for translations

[Contact Us](https://ask.aider.ai/help/kb-tickets/new?hsLang=en)

- [Tickets](https://ask.aider.ai/tickets-view)
- [Sign out](https://ask.aider.ai/_hcms/mem/logout)

Open main navigation

Close main navigation

- [Tickets](https://ask.aider.ai/tickets-view)
- [Sign out](https://ask.aider.ai/_hcms/mem/logout)
- English
  
  Show submenu for translations
- [Contact Us](https://ask.aider.ai/help/kb-tickets/new)
- Aider Website

 Aider Website

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help & Support](https://ask.aider.ai/help?hsLang=en)
2. [Product Guides](https://ask.aider.ai/help/product-guides?hsLang=en)
3. [Insight Guides](https://ask.aider.ai/help/product-guides?hsLang=en#insight-guides)

# How the client's Activity Summary is calculated

The client Activity Summary gives you an overview of the client's key Xero activity statistics for the current period to date + two previous period. You can choose between summaries for the financial year or for the GST period.

### Use the client's Activity Summary to help you:

- Gauge the cost to serve a client and price your service accordingly.
- Plan your staffing, workload, and client expectation management to avoid burnouts.
- Get an indication of how your advisory client is doing based on the trend in the volume of key Xero activities.

**You can find this summary on the "Overview" tab** of a client in the Client Insights section. 

| ![3\_CI-teaser-Overview](https://ask.aider.ai/hs-fs/hubfs/images/help/teasers/3_CI-teaser-Overview.png?width=688&height=404&name=3_CI-teaser-Overview.png) |
| --- |

### How the client's Activity Summary is calculated

| **ACTIVITY** | **DATA SOURCE** |
| --- | --- |
| **Bank transactions** The number of “spend” and “receive” bank transactions from all active bank accounts during the period. Excludes: invoice payments, expense claims, transfers between bank accounts. | “Spend” and “receive” bank account transactions |
| **Invoices** The number of invoices with transaction dates falling within the period. Includes: authorised, paid, deleted and voided invoices. | Invoices |
| **Bills** The number of bills with transaction dates falling within the period. Includes: authorised, paid, deleted and voided bills. | Bills |
| **# of Active Accounts per Xero file** The total number of active (not archived) accounts from the business’ chart of accounts. | Chart of accounts. |
| **# of Active Accounts above/below $0** The total number of accounts with balance above/below $0 in the period’s Profit and Loss and Balance Sheet reports. | Profit and Loss report, Balance Sheet report. |

### FAQ’s:

**Q: How do I compare Aider’s Activity Summary with corresponding data in Xero ?**

A: You can find the corresponding data in Xero as follows:

- **Bank transactions:**  
  Go to Account Transactions report \>   
  select all active bank accounts \>   
  select the matching date range \>   
  select “Filter - Source: Receive Money, Spend Money” \>   
  apply update.   
  Check the total number of items (“Showing items 1-10 of T”) at the bottom of the screen.
- **Invoices:**  
  Go to Invoices \>   
  click Search \>   
  select “Search Within: Translation date”  \>   
  select the matching date range \>   
  select “Include Deleted & Voided” \>   
  apply search.   
  Check the “total items” number of items at the bottom of the screen.
- **Bills:**  
  Go to Bills \>   
  click Search \>   
  select the matching date range \>   
  select “Date type: Translation date”  \>   
  select “Filter - Deleted & Voided: Show”.   
  Check the total number of items (“Showing items 1-10 of T”) at the bottom of the screen.
- **# of Active Accounts:**  
  Go to Chart of accounts.   
  Check the “total items” number at the bottom of the screen.
- **# of Accounts above/below $0:**  
  Go to Profit and Loss report + Balance Sheet report \>   
  select the matching date range \>   
  apply update.   
  Count and add up the number of accounts with figures above or below $0 from both reports.

- [Product Guides](https://ask.aider.ai/help/product-guides?hsLang=en#main-content)

    - [Getting Started](https://ask.aider.ai/help/product-guides?hsLang=en#getting-started)
    - [Insight Guides](https://ask.aider.ai/help/product-guides?hsLang=en#insight-guides)
    - [What's New](https://ask.aider.ai/help/product-guides?hsLang=en#whats-new)
    - [Integrations](https://ask.aider.ai/help/product-guides?hsLang=en#integrations)
- [Templates & Resources](https://ask.aider.ai/help/templates-resources?hsLang=en#main-content)

    - [Marketing Support](https://ask.aider.ai/help/templates-resources?hsLang=en#marketing-support)
    - [Process & Training Support](https://ask.aider.ai/help/templates-resources?hsLang=en#process-training-support)
- [Best Practices](https://ask.aider.ai/help/best-practices?hsLang=en#main-content)

    - [Webinars](https://ask.aider.ai/help/best-practices?hsLang=en#webinars)

- [Default HubSpot Blog](https://resources.aider.ai/best-practices)

[![Chill listening crop-3](https://ask.aider.ai/hs-fs/hubfs/images/logos/logo-aider-primary.png?width=86&height=24&name=logo-aider-primary.png "Chill listening crop-3")](https://ask.aider.ai?hsLang=en)

Help & Support

Copyright © 2026, AIDER