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Reporting

BI dashboards and scheduled reports

Overview

The Reporting module consolidates data from all XON ERP modules to deliver real-time business intelligence to managers. With a drag-and-drop report designer, custom tables, charts and KPI cards can be built without writing a single line of code; ready-made templates let frequently used reports go live within minutes.

Data from the Accounting, Inventory and HR modules converge in a shared data layer, allowing cross-module analyses to be combined in a single report. Scheduled reports are generated automatically at set times and delivered to the relevant people by email or in-app notification; access permissions can be restricted at department level.

Screens
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BI Dashboard

The company's critical financial and operational metrics come together in a single dashboard, updated in real time with date-range and branch filters.

Real-time KPI cardsBranch and period filterExport chart as PDF
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Report Builder

A custom report template is created and saved by selecting a data source, filters, groupings and chart type.

Multi-source data blendingCustom calculated columnsIn-team template sharing
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Scheduled Reports

Run time, recipient list and format are defined for saved report templates; past runs and their statuses are listed.

Daily / weekly / monthly schedulingPDF and Excel format optionsFailed-run notification