Analytics Report Explained

XoroERP offers users two types of reports: Standalone and Analytics. Standalone reports are straightforward reports that display the desired data in a static format. Users can view the information presented in the report, but they cannot manipulate the data or customize the layout of the report.

Analytics reports provide users with a more dynamic and customizable reporting experience. These reports are interactive, allowing users to explore the data in different ways and customize the layout of the report on the fly. With Analytics reports, users can drill down into specific data points, create custom views, and adjust the report layout to suit their needs.

Identifying the report

Users can differentiate between the Standalone and Analytics reports based upon the “icons” in the reporting library.

1. Standalone Reports – These reports are fixed-layout reports and cannot be edited by the user. However, if needed, Xoro team can make changes to these reports. These reports are denoted by a "Book" icon in the report library.

   
2. Analytics Reports – These reports are framework-based reports and can be edited by the user. In the report library, these reports have a "Bar Chart" icon in front of them.

   

Analytics Report Sections

The analytics report can be divided into 4 major sections:

1. Report Filters

These are report-level filters. You can use these to filter the data in the report. Typically these will include Period (From Date and To Date can be entered separately as well) and other filtering fields for the Report. These filters cannot be edited by the users.

2. Pivot Table

This is the main section of the report where the data is displayed. By default, the analytics report is displayed in a pivot table format.

The rows in the table are grouped in a hierarchy. This means that clicking on each row will expand/collapse the next one in the hierarchy. You can drag the rows left and right to display the data in the desired layout. Additionally, you can drag a row outside the table section to remove it from the report.

The column values in the report can be filtered. Clicking on the name of the column or the "Gear" icon opens up a window that contains all the values of the column. Choose the values you want to include in the report and click "Apply" to update the changes. You can also click on the "Labels" option to filter the column values by label. Enter the operator and label value and click "Apply" to update the changes.

Additionally, you can use the Up and Down arrows beside the column name to arrange the data ascending or descending format.

3. Toolbar

The toolbar includes various controls like saving a new report, expanding/collapsing all columns, exporting capabilities, and converting layouts between grid and chart formats.

1. File: This option allows you to save the report or restore the changes. It has the following options:

   • Save My Layout:

   • Restore Layout:

   • Restore Filters:

   • Save as New:

2. Tools: This options allows you to expand or collapse the report data.

   • Expand All:

   • Collapse All:

   • Fill Group Cells:

   • Hide Group Cells:

3. Export: This option allows you to export the report in the desired format.

4. Grid: This option allows you to present the data in the grid form. This is the default view for the report.

5. Chart: The data in the analytics report can also be presented in the form of charts. This option allows you to select the type of chart in which you want to convert the report.

Layout and Formatting Options

This section offers users the layout and formatting controls, allowing them to customize the appearance and structure of the report for improved readability and data analysis.

• Format: This option allows the users to change the formatting on the report or add conditional formatting rules

• Options: This option allows the users to change the report layout and add Grand Totals/Sub Totals.

• Fields: This option allows you to add new fields to the pivot table. On clicking this option, a new pop-up screen, "Fields" will open. On the left side of the screen, all the fields that can be added to the report are listed. Users can add the new fields in one of the four sections (Rows, Columns, Filters, Values). If you add multiple fields to the rows and columns layout, the system will create a hierarchy/grouping within the row/column fields. Clicking on each row/column will open the next hierarchy. You can also change the hierarchy by simply dragging the fields up and below within the Row/column group. After adding the field(s) in the respective section, click "Apply" to save the changes and view the report with the new layout. Note: Calculated values can also be defined in each report by using mathematical operations and system-defined functions like SUM, AVERAGE, etc.

• Full Screen: Clicking on “Fullscreen” on the top right will expand the report to the full window.