Xap Analytics

This article will provide you with an overview of viewing the reports within the Analytics screen and how to manage the report information.

Xap Analytics is Xap’s advanced reporting and analytics module designed to give greater flexibility to you as a user in understanding your business.

Analytics will provide insights and flexibility in visualising data directly from the Xap application without having to export to excel (although this option is still available). Where applicable we are also able to visualise reports in graphs and other forms to identify quickly key measures. The purpose of this article is to show you the key navigational tools available within a report screen.

The reports are the same reports you were using in the prior reports screen, the report headings are now displayed alphabetically to make it easier for you to locate your reports.

There are also additional filters on the screen to allow you to refine the displayed report information.

Sections:

Navigating Xap Analytics

Advanced Options - Filters

Managing Columns

Pivoting the Data

Grouping the Data

Booking marking reports

Common columns on Xap Analytics reports

Reference ID's

Navigating around the Analytics screen

Navigating around a report is easy. There are some key elements of the page to understand and then you have the ability to manipulate the report to suit your needs. Below are the key elements:

1. Key report filters – Provides the ability to easily filter key metrics on the report based on the field type
2. Report description – Where required we will provide a brief description of the report and it’s application to your service/s
3. Report Summary – where applicable we will provide summary counts of the report to enable easy understanding of key totals
4. Report details – The report itself will display with all available columns. Key items here include:

• Ability to move columns around dynamically within the report -simply drag and drop the column to the desired location
• Ability to change filters within a column – click on the right of the column heading to expose additional options to filter, sort, rename and other column options

5. Exporting a report – Hover over the Report details and you will see some additional icon options on the right. Click on the 3 dots and you will be provided with the option to export.

Advanced options

Advanced Filters

If you would like to filter additional information for the report.

1. Hover on the right-hand side of the report
2. Select the filter icon
3. Select the + button
4. Select the column you would like to apply filters too.
5. Filter columns e.g. credit/debit balances or hide/rename columns

Managing columns

With the flexibility of Xap Analytics, not only can you remove columns, but you can also hide and even rename a column for export.

1. Hover on the report and select the element icon
2. Manage the columns as required, this includes hiding, adding or re-ordering.

Xap Analytics provides the ability to reorder the columns using drag and drop.

Pivoting the data

Pivoting data in Xap Analytics is very straightforward. In the example below, the user only had to select their data, drag the Family, Debit and Credit columns to the grouping. Require a custom calculation to get the balance, easy, add it to the grouping. Xap Analytics did the rest, creating the pivot table shown:

Grouping the data

In the example below, the user just drags the column name to be grouped to the Grouping section, and the table is immediately grouped, as shown below in the output to the right.

Booking Marking reports

Once a report has been pivoted, you can bookmark the changes

1. Select Bookmark icon
2. Select Save as new view

3. Add in the name of your custom report
4. Tick Set as my default view, if you would like to view your report as the standard view each time
5. Select Save

Common columns on Xap Analytics reports

Common columns that you will see on all the Xap analytics reports are:

see example below

Reference ID's

Additional columns that are found on the Xap analytic reports will allow you to filter on specific details.

see example below

Updated on: 13/04/2026