Reports Overview

The Reports module in Exsited provides a suite of interactive dashboards that help users monitor key business metrics across purchasing, invoicing, quoting, account creation, and payment activity. Each report includes visual trends, drill-down capabilities, and flexible filters—allowing teams to track performance, identify anomalies, and support data-driven decisions across procurement, finance, and sales functions.

More > Report

Expense Overview (Purchase Overview > Expense)

Typical use-cases

• Verify month-to-date purchasing costs before closing the books.
• Identify sudden jumps in Lost Expense (e.g., returns, write-offs).
• Track the effectiveness of cost-saving initiatives – Net Expense should shrink over time.

Account Overview (Accounts > Account Overview)

Typical use-cases

• Monitor onboarding velocity after a marketing campaign – New accounts should jump.
• Detect abnormal surges in deletions that could point to integration errors or bulk data-maintenance jobs gone wrong.

Order Overview (Orders > Order Overview)

Insights you can extract

• Compare the Average line to New orders to understand seasonality.
• High counts of Changed orders may highlight upstream data-quality issues (e.g., pricing errors).

Quote Overview (Quotes > Quote Overview)

This panel tracks the quotation pipeline – from initial quote creation to deletion or revision.

• Metrics: New, Deleted, Changed, Average.
• Business value: Sales managers can correlate spikes in new quotes with campaign launches, while product teams monitor changes in quotes to understand frequent scope or price negotiations.
• Tip: Filter by New Quotes in the sidebar, then open Segment Selection to analyse performance by sales rep or region.

Purchase Order Overview (Purchase Orders > Purchase Order Overview)

Feature	Benefit
Number / Amount switch	Let's toggle between operational workload (PO count) and financial exposure (PO value) in procurement.
Lifecycle statuses	New, Cancelled, Reactivated, Deleted, Changed – instant visibility on supplier reliability and internal change rates.
Spike analysis	A tall bar on 15 Jul indicates a bulk PO import or a seasonal replenishment run; validate against MRP schedules.

Invoice Overview (Invoices > Invoice Overview)

• Purpose: Tracks the full billing lifecycle—New, Cancelled, Reactivated, Voided, Amended, Average—so finance can ensure invoices move cleanly from draft to paid status without re-work.
• Quick audit: Toggle to Amount view to check if voided/amended totals exceed thresholds set in your internal controls policy.
• Pro-tip: Mark high-value invoices as favourites via the ⭐ icon for one-click access later.

Purchase Invoice Overview (Purchase Invoices > Purchase Invoice Overview / All Purchase Invoices)

• Focuses on supplier bills rather than customer invoices.
• Group by dropdown allows aggregation by supplier, item category, or warehouse for spend-by-category analysis.
• Key metrics: New, Cancelled, Reactivated, Amended, Average – use Amended spikes to pinpoint data-entry errors coming from OCR or EDI feeds.

All Purchase Invoices (Transactions > All Purchase Invoices)

Although visually similar to the Purchase Invoice Overview, this report sits inside Transactions and adds a transactional lens:

Column	Explanation
Event timestamp	Shows the exact moment an invoice hit the ledger, useful for real-time monitoring dashboards.
Cross-module links	Click any bar to open the corresponding purchase invoice, credit note, and linked payment on a single screen.

All Purchase Payments (Transactions > All Purchase Payments)

Why it matters

• Finance can instantly spot a surge in refunds that might reflect shipment discrepancies or pricing disputes.
• When paired with bank-feed reconciliation rules, this chart validates that all outbound payments are captured in Exsited.

Common Navigation & Controls (applies to every overview)

• Segment Selection (blue button): Opens a dialogue to filter the chart by any saved segment—perfect for ad-hoc “show me only high-value suppliers” queries.
• Date Range picker: Supports “Today”, “Current week”, “Current month”, custom periods, and relative ranges such as “Last 30 days”.
• Chart toolbar (icons on the right):
  • Swap between line and column view
  • Full-screen mode for presentations
  • Add to personal Favourite list
  • Hard-refresh to pull the latest transactional data

Best-practice tips for analysts

1. Save time-boxed segments (e.g., “FY25 Q1”) to avoid manually resetting filters every session.
2. Build Confluence page macros that embed each overview with context-specific commentary—use the permalink from the menu so the chart auto-refreshes.
3. Combine the Expense, Purchase Order, and Purchase Payment overviews in a single Confluence dashboard to visualise the entire procure-to-pay cycle at a glance.