Components of a Xilnex Web Report

Components of a Xilnex Web Report

Select any report from the list to open it. We will use the Daily Sales Item report as an example.

1. Report Fields

 Report fields are parameters that are used to define the scope of a report. They determine:
  1. Where: The location or outlet
  2. When: A specific date or date range
  3. What conditions: Document status or item grouping (category, group, brand etc)
The table below describes each parameter for the sample report.

2. Optional Fields

Optional fields provide additional settings specific to the current report. These settings may:
  1. Change how values are generated (using an alternative method), or
  2. Include additional report details that are not part of the default output.
IdeaInfo
Example: If the "Generate business session info" setting is enabled, sales values in the report will be generated based on the business date instead of the sales date.

3. Advanced Search 

Advanced search allows users to apply additional filters before generating a report. This feature enables precise control over the output by defining specific attributes to include in the report. Each General Report includes default data fields that can be organized into different areas. The placement of these fields determines how the report is structured:
  1. Data Area: Rightmost area of the report. Used for numeric fields, like quantity, price and cost amounts.
  2. Row Area: Leftmost area of the report. Used for text or header fields such as document ID, document status, date, outlet and so on.
  3. Filter Area: Holds fields removed from the Data or Row areas. Fields placed here will not appear in the generated report.
  4. Column Area: Used to insert fields as headers for the Data Area. When the report is generated, each value in the Column Area creates its own column for the corresponding Data Area values.
5. Advance Settings

The Advance Settings section provides extended options to control how data is calculated, summarized, and presented.
This section is collapsed by default and can be accessed by clicking the section.

a. Enable Value Sorting
  1. Only applies to the last column of the Data Area. 
  2. Sorts the values of the rightmost column from the smallest to the largest.
  3. If any of the fields in the Data Area is rearranged, the report must be re-run to refresh results.
b. Show/Hide Total
  1. These functions control whether totals and grand totals appear in the report. 
  2. An example of what the report will look like when these settings are all disabled is shown below. The report looks much cleaner, but without any summary of the results.
  3. These settings are enabled by default for all reports. 
c. Show Column Grand Total
  • Displays a single grand total at the end of the columns, when there is more than 1 data group (highlighted in red) in the Data Area.
  • The example below shows the report displayed when only the "Show Column Grand Total" setting is enabled. 
d. Show Column Totals
  1. Displays the subtotals for each data group with the condition that there is more than 1 column (highlighted in red) within the data group.
  2. The example below shows the report displayed when only the "Show Column Totals" setting is enabled.
e. Show Row Grand Total
  • Displays a single grand total for each column, when multiple rows exist in the row area.
  • The example below shows the report displayed when only the "Show Row Grand Totals" setting is enabled.


f.  Show Row Totals
  1. Displays subtotals for each row group with the condition that there are multiple rows for that group.
  2. The example below shows the report displayed when only the "Show Row Totals" setting is enabled.|
g. Summary Display Type
  1. Allows users to display data in different comparative or percentage formats.
  2. Condition: The report must be generated first before this feature is usable.
Steps to use this feature:
  1. Select the "Field" and "Display Type".
  2. Then click the "Show More Fields" button.

  3. A new field will be available. Drag the field into the Data Area. 

  4. Once the report is generated, the data for this new field will be shown as below.

  5. A brief description of the available display types are as follows:
    Display Type
    Description
    Percent of Column
    Shows the result of the [selected field] ÷ [total of the row].
    Percent of Row
    Shows the result of the [selected field] ÷ [total of the column].
    Percent of Column Grand Total
    Shows the result of the [selected field] ÷ [grand total of the row].
    Percent of Row Grand Total
    Shows the result of the [selected field] ÷ [grand total of the column].
    Percent of Grand Total
    Shows the result of the [selected field] ÷ [grand total of the row and column].
h. Summary Type
  1. Defines how numeric data is aggregated in the report.
  2. Condition: The report must be generated first before this feature is usable.
Steps to use this feature:
  1. Select the "Field" and "Summary Type".
  2. Then click the "Show More Fields" button. 
  3. A new field will be available. Drag the field into the Data Area.

  4. Once the report is generated, the data for this new field will be shown as below.

i. Top Value Count
  1. Highlights the top n results based on a selected field.
  2. Condition: The report must be generated first before this feature is usable.
Steps to use this feature:
  1. Select the "Field" and "Top Value Number".
  2. Ensure the field is present in the table. If it is not, please add the field from the "Show More Field" list.
  3. Before setting applied: All records will are displayed.

  4. After setting applied: Only the top 2 records of the field selected will be displayed.

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