How do I view my pending and recent changes?
Learn how to track pending and past updates in XSite for accurate inventory and pricing control.
Written by Michael Cook
Updated at March 3rd, 2025
Introduction
XSite provides two key reports to help store managers and employees track and manage updates efficiently:
- Pending Changes Report – Allows users to review updates awaiting approval before they are applied.
- Change Details Report – Provides a historical record of past changes for accuracy and accountability.
This guide explains how to access and use both reports within XSite.
Pending Changes Report
The Pending Changes Report enables users to review all modifications waiting to sync to your POS system.
Steps to Access the Pending Changes Report:
- Navigate to the Shift Details section at the top of the screen.
- Locate the Pending Changes column and select the numerical value displayed.
- If the value is 0, there are no pending changes.
- The page will initially be blank. Use the parameter selection menu at the top of the screen to choose the type of updates you want to review:
- Price Groups
- Mix & Matches
- Deal Groups
- Item Lists
- Departments
- Items
- Suppliers
- Customers
- Combos
- Selecting a parameter will display all related pending changes awaiting approval and synchronization.
Change Details Report
The Change Details Report allows users to track past changes made in XSite over a selected period.
Steps to Generate the Change Details Report:
- Close the Pending Changes Report (if open).
- On the ‘Shift Details’ page, select the Generate button beside ‘Changes Request Details’ on the right side.
- Select a date range:
- Choose a custom range, or
- Use the Dates dropdown menu to select a predefined period.
- Choose a parameter from the last dropdown menu, such as:
- Price Groups
- Mix & Matches
- Deal Groups
- Item Lists
- Departments
- Items
- Suppliers
- Customers
- Combos
- Click Generate to display the report.