Getting Started with Xilnex Web Report
Product Introduction
Web Report is a centralized reporting tool that enables businesses to generate insightful reports based on the transaction data captured across various Xilnex products, including Xilnex Classic, Live Order, F&B Go, Xilnex Mobility, and more. By consolidating data from multiple sources, Web Report provides a comprehensive view of sales, stock, services, client activities, vendor transactions, and operations, making it easier for merchants to monitor performance and make informed decisions.
Product Unique Selling Point
- Unified Reporting Hub: Access reports from multiple Xilnex platforms in one place.
- Flexible Report Types: Supports General Reports, Defined Reports, and Custom Reports tailored to business needs.
- Deep Insights: Covers a wide range of business areas such as sales, stock, membership, marketing, operations, and more.
- Customizability: Users can save frequently used layouts as defined reports or request company-specific custom reports.
- Scalable: Suitable for single-outlet businesses and multi-outlet enterprises alike.
Value For Merchants
- Time-Saving: Instantly generate reports without manually consolidating data from different systems.
- Better Decision-Making: Access to real-time, accurate insights helps merchants identify trends, manage resources, and optimize operations.
- Collaboration-Friendly: Export and share reports across departments or stakeholders in multiple formats (Excel, PDF, CSV).
- Control and Transparency: Ensure accountability and compliance with accessible, well-structured reporting.
- Tailored to Business: Merchants can adapt the reports to their specific operational requirements, reducing reliance on manual data manipulation.
Product Functionality List
Functions | Descriptions |
Dashboard | - Provides a quick overview of common sales metrics such as sales amount by location, top 5 outlets, collection amount, and others.
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Report Searching | - Search reports by name using the search bar for quick access.
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Report Viewing | - General Reports: Generate reports across multiple categories such as sales, services, stock, collection, membership, vendor, marketing, operations, and optical.
- Defined Reports: Create and save reports derived from General Reports with customized layouts for frequent use.
- Custom Reports: Reports unique to the specific company, designed with specialized requirements.
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Export Report | - Export reports by emailing to the target recipients, or download an offline copy in various supported formats for further analysis.
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Sample Product Use Cases
1. Retail Store Owner
Generates Daily Sales Item report to identify total sold quantity, sold item price, total discount amount by item.
2. Finance Department
Generates End of Day Summary report for sales and collection reconciliation purposes.
3. Marketing Team
Utilize Loyalty Achievement report to evaluate the effectiveness of loyalty campaigns.
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Report Types The Web Report offers three types of reports to suit different business needs: General Reports, Defined Reports, and Custom Reports. Each type provides varying levels of flexibility and customization. General Reports General Reports are ...
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How to Configure Web Report Access? 1. Click on "System Configuration" on the left side panel. 2. Scroll down to find "User roles permission" under Users & Roles section. 3. Click on "All permission". 4. Click on "More", then select "Menu (Xilnex ...
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