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 the standard, system-provided reports that cover a wide range of business areas such as sales, services, stock, collection, master data, client, membership, vendor, marketing, operation, and optical (only when optical function is enabled).
These reports are placed on the left side of the Web Report module, and its access can be controlled via permission control in Xilnex Portal's User Roles Permission as described here.
Functions
- Provide ready-to use insights from transactional and operational data.
- Act as the foundation for further report customization.
- Ensure quick access to common business performance metrics.
Benefits
Merchants can instantly analyze key aspects of their business without additional configuration.
Defined Reports
Defined Reports are customized layouts derived from General Reports. Users can adjust field arrangements, and formatting, then save these preferences under a custom name for repeated use.
These reports are placed on the right side of the Web Report module, and its access can be controlled via permission setting in the Web Report module itself as described here.
Functions
- Allows merchants to create personalized versions of existing reports.
- Save frequently used layouts for efficiency.
- Standardized reporting views across teams and outlets.
Benefits
Eliminates repetitive setup and ensures consistency when multiple users need access to the same report format, as well as maintain control over users who are only able to view reports without customization authorization.
Custom Reports
Custom Reports are specialized reports built for a specific company. Unlike General and Defined Reports, these are uniquely enabled and configured at the company level, often to meet advanced reporting or compliance requirements.
These reports can be found by clicking the "Custom Reports" tab on the left-side panel. Similar to the Defined Reports, the access to these reports can be controlled via permission setting in the Web Report module itself as described here.
Functions
- Provide tailored insights based on a company's unique business model or industry needs.
- Extend beyond standard fields and layouts available in General/Defined Reports.
- Often developed in collaboration with the provider to meet custom requirements.
Benefits
Gives businesses complete flexibility to track metrics that are otherwise not available in standard reporting, ensuring the system aligns closely with their operational needs.
Sample
Chicken Cooking Chart
- Displays the used quantity based on chicken flavours: Original (ORI), Spicy (SPICY) and Limited Time Only (LTO), from sales of these items.
- Unable to be generated using General Reports as the raw material for all 3 flavours is the same, which is Chicken (pcs). The only differentiation is in Item's Custom Field 14, which stores the flavour code.
Related Articles
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 ...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 ...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 ...
Recent Articles
LiveOrder New UI Announcement
LiveOrder — New Ordering Experience Now Available What's New? We're excited to introduce LiveOrder New UI, a redesigned ordering experience built to make ordering faster and easier for your customers. What's Changing — and Why It Matters We've ...How to Cancel an E-Invoice on Dashboard
Overview Sometimes cancelling an e-invoice is inevitable. Common situations include: Incorrect buyer information (e.g., wrong name, TIN, or address) Transaction was voided or order was cancelled after invoice issuance Duplicate e-invoice issued for ...Guidelines to Set Up Promotion for Walk-in (System Default)
Guidelines to Set Up Promotion for Walk-in (System Default) Previously, the system did not have a specific indicator for walk-in customers. As a result, all promotion rules applied equally to all customer types, including walk-in customers. However, ...How to Update Client Record in Classic POS
Overview Updating client information is an essential function in ClassicPOS, enabling users to maintain and update existing client records. This ensures that client data remains accurate and up to date for daily operations, reporting, and effective ...How to Create a New Client in Classic POS
Overview This function is created to centralize and manage client information in ClassicPOS. The Client Form allows users to create, update, and maintain customer records, supporting the management of personal information, transaction history, ...
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 ...Understanding DuitNow QR Payment in ClassicPOS
Introduction This document introduces the DuitNow QR payment feature available in the Xilnex Retail POS, enabling merchants to accept payments conveniently through Malaysia's national QR payment standard. The integration of DuitNowQR simplifies the ...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 ...Basic - How to enable E-Receipt Portal and QR Code Setup on Printing format in Xilnex
Enable E-Receipt Portal Enable the E-receipt functionality Once Enabled, you will be getting the E-Receipt portal link Continue under Theme & Styling, enabled for the E-Invoice (LHDN) You can customize the look and feel of the E-Receipt portal ...