Web Report Types in Xilnex

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

  1. Provide ready-to use insights from transactional and operational data.
  2. Act as the foundation for further report customization.
  3. 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

  1. Allows merchants to create personalized versions of existing reports.
  2. Save frequently used layouts for efficiency.
  3. 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

  1. Provide tailored insights based on a company's unique business model or industry needs.
  2. Extend beyond standard fields and layouts available in General/Defined Reports.
  3. 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 
  1. Displays the used quantity based on chicken flavours: Original (ORI), Spicy (SPICY) and Limited Time Only (LTO), from sales of these items.
  2. 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.


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