In the world of business, staying informed with timely, accurate data is key to making strategic decisions. XSite offers a suite of analytical reports designed to provide you with insights necessary for informed decision-making. This guide will walk you through the process of creating a report in XSite, enabling you to harness the power of data to drive your business forward.
Creating a Report in XSiteIO
- Select the ‘Reports’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
- Favorites: Quick access to the reports you use frequently.
- Price Book: Detailed information on pricing, sales, and inventory.
- Fuel: Comprehensive data on fuel sales and transactions.
- Inventory Control: Insights into stock levels and inventory movement.
- Charge Accounts: Information on customer charge accounts and related activity.
- Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
- Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your ‘Favorites’:
- Locate the report you want to favorite.
- Click on the star icon situated to the far right of the report name. This will add the report to your ‘Favorites’ category for easy access in the future.
Creating a Report in XSite Classic
- Select the ‘Analytics’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
- Favorites: Quick access to the reports you use frequently.
- Price Book: Detailed information on pricing, sales, and inventory.
- Fuel: Comprehensive data on fuel sales and transactions.
- Inventory Control: Insights into stock levels and inventory movement.
- Charge Accounts: Information on customer charge accounts and related activity.
- Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
- Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your ‘Favorites’:
- Locate the report you want to favourite.
- Click on the star icon situated to the far right of the report name. This will add the report to your ‘Favorites’ category for easy access in the future.