How do I create a report?
Effortlessly Generating Reports with XSite
Written by Michael Cook
Updated at March 7th, 2024
Table of Contents
Introduction
In the world of business, staying informed with timely, accurate data is key to making strategic decisions. XSite offers a suite of analytical reports designed to provide you with insights necessary for informed decision-making. This guide will walk you through the process of creating a report in XSite, enabling you to harness the power of data to drive your business forward.
Creating a Report in XSiteIO
- Select the ‘Reports’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
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Favorites: Quick access to the reports you use frequently.
-
Price Book: Detailed information on pricing, sales, and inventory.
-
Fuel: Comprehensive data on fuel sales and transactions.
-
Inventory Control: Insights into stock levels and inventory movement.
-
Charge Accounts: Information on customer charge accounts and related activity.
-
Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
-
Favorites: Quick access to the reports you use frequently.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your 'Favorites':
- Locate the report you want to favorite.
- Click on the star icon situated to the far right of the report name. This will add the report to your 'Favorites' category for easy access in the future.
Creating a Report in XSite Classic
- Select the ‘Analytics’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
-
Favorites: Quick access to the reports you use frequently.
-
Price Book: Detailed information on pricing, sales, and inventory.
-
Fuel: Comprehensive data on fuel sales and transactions.
-
Inventory Control: Insights into stock levels and inventory movement.
-
Charge Accounts: Information on customer charge accounts and related activity.
-
Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
-
Favorites: Quick access to the reports you use frequently.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your 'Favorites':
- Locate the report you want to favorite.
- Click on the star icon situated to the far right of the report name. This will add the report to your ‘Favorites’ category for easy access in the future.
