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.
|
Report Searching | - Search reports by name using the search bar for quick access.
|
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.
|
Export Report | - Export reports by emailing to the target recipients, or download an offline copy in various supported formats for further analysis.
|
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.
Related Articles
Web Report Types in Xilnex
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 ...
Configuring Web Report Access
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 ...
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: Where: The location or outlet When: A ...
Recent Articles
How to Stop Xilnex E-Invoicing
Scenarios Requiring Xilnex E-Invoicing Deactivation Deactivate Xilnex E-Invoicing when a business falls below mandatory thresholds or ceases operations, ensuring compliance with IRBM guidelines while avoiding unnecessary module activity. This ...
Xilnex E-Invoicing Document Split
Type Descriptions Product Xilnex E-Invoicing New Features E-Invoice Document Splitting Document Splitting Function Type Toggle Configuration E-Invoice Settings Required DB Upgrade No Release Date 13 August 2025 Background When a generated payload ...
Connecting KDS 2.0 to POS
Xilnex ClassicPOS Important Notice: As of now, in order to use KDS2.0, Classic POS version must be at least version 2.16 July 2025 and above. 1. In System Configuration > select Device Configuration > under This Machine > look for Kitchen Display ...
Congiure a Client KDS - Connect to a Host KDS
KDS Client A KDS Client Device in Xilnex KDS 2.0 is a display screen (such as a tablet, monitor, or smart TV) located at a specific kitchen station (e.g., Grill, Bar, or Cold Station). Its primary function is to receive and display orders sent from ...
Configure A Host KDS Device
A Host KDS in Xilnex KDS 2.0 is the designated central hub device responsible for synchronizing and managing the entire kitchen network. It acts as the primary authority, ensuring that all orders from the POS system are correctly distributed to ...
Popular Articles
Basic - How to create a voucher-coupon
Voucher and coupon definition Voucher can be generated in bulk and can be used once Coupon can only be created one at a time (reusable code) and can be use multiple times Pre-voucher / coupon setup There are 2 things need to be prepared before we can ...
Basic - How to change custom cost to another branch that don’t have custom cost
Change custom cost to another branch that don’t have custom cost 1. Get the item list from the location with custom cost (Item Code, Name, Custom Cost) 2. Make sure the Show Location Price are selected 3. Export the item list in Excel 4. The file ...
Intermediate - How to Bill & Post to Sales from Transfer Note
1.0 Purpose A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate ...
Importing Usernames in Xilnex Portal
What is User Import? User Import allows you to add, update, or manage multiple users in bulk rather than handling them one by one. This feature is especially useful for onboarding new employees, migrating data, or making large-scale updates to user ...
Configuring Web Report Access
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 ...