Xoro Analytics for Built-In Reporting, Dashboards, and Business Intelligence

Q: Is Xoro Analytics a separate product I need to buy?

No. Xoro Analytics is built into Xorosoft, not a separate product or add-on license.

Q: Does it replace Power BI, Tableau, or Domo?

It can. Businesses with no other BI tool can run entirely on Xoro Analytics, while teams already using Power BI, Tableau, or Domo can keep feeding this same data into those tools alongside this module.

Q: Can I build my own custom reports?

Yes. The custom report builder lets you choose fields, filters, and groupings specific to your business, beyond the pre-built report library.

Q: Can reports be scheduled and delivered automatically?

Yes. A saved report can be set on a recurring schedule and delivered automatically, without a manual export step each time.

Q: Is the data in Xoro Analytics real-time?

Dashboards refresh from live data as activity happens, rather than from a scheduled overnight batch.

Q: Can I drill into the detail behind a report number?

Yes. Clicking into a summary figure reveals the underlying transactions behind it, without pulling a separate detail report.

Q: Can access to reports be restricted by role?

Yes. Reports and dashboards can be restricted to specific roles or users, so sensitive data stays visible only to the right people.

Overview

Reporting built on live data, not a stale export.

When reporting lives in spreadsheets or a separate BI tool bolted onto the ERP, dashboards lag behind operations, and building a new report means exporting data and rebuilding it by hand every time. Xoro Analytics turns live data across sales, inventory, fulfillment, and financials into dashboards and reports directly inside Xorosoft, with drill-down detail, saved views, and scheduled exports. Tap each point to see how.

The business problem

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When reporting lives in spreadsheets or a separate BI tool bolted onto the ERP, dashboards lag behind operations, and building a new report means exporting data and rebuilding it by hand every time.

The Xorosoft solution

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Xoro Analytics turns live data across sales, inventory, fulfillment, and financials into dashboards and reports directly inside Xorosoft, with drill-down detail, saved views, and scheduled exports.

The business benefit

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Decisions made from current data instead of a stale export, without licensing or maintaining a separate BI platform.

Quick Answers

Xoro Analytics, explained

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What is Xoro Analytics?

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Xoro Analytics is Xorosoft's native reporting and business intelligence module. It builds dashboards and reports directly from live data across sales, inventory, fulfillment, and financials, without a separate BI platform.

How does Xoro Analytics work?

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Data generated across Xorosoft's modules feeds a shared analytics layer, which powers pre-built and custom reports and dashboards, complete with filters, drill-down detail, and scheduled export delivery.

Who uses this module?

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Operations, finance, and leadership teams that need current, cross-module reporting without exporting data into spreadsheets or a separate BI tool use Xoro Analytics.

How the data flows

The data-to-report workflow

Press play, or tap any step, to watch operational data move from generation to a scheduled, delivered report. The details appear only when you explore them.

Step 1 of 9

Data generated across modules

An order ships, a bill posts, or an inventory count updates elsewhere in Xorosoft.

Step 2 of 9

Data aggregated into the analytics layer

The transaction feeds into Xoro Analytics' shared data model.

Step 3 of 9

A report or dashboard is selected or built

A user opens a pre-built report or builds a custom one.

Step 4 of 9

Filters and segments applied

The report narrows to the relevant period, location, or category.

Step 5 of 9

Drill-down explored

A user clicks into a summary number to see the underlying detail.

Step 6 of 9

The view is saved

The configured report saves as a reusable view.

Step 7 of 9

A delivery schedule is configured

The saved view is set to run and deliver on a recurring schedule.

Step 8 of 9

The report is delivered

The report exports and delivers automatically on schedule.

Step 9 of 9

Trends are tracked over time

Recurring reports build a trend view across periods automatically.

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Recurring reports build a trend view across periods automatically.

Outcome: performance is judged against a real baseline over time.

Analytics Dashboard

Every report, every dashboard, connected end to end

A single operational view across the report library, custom reports, and scheduled delivery.

Report Library

Live

Pre-built reports64

Viewed today386

Load errors0

Custom Reports

Live

Saved reports42

Created this month8

In draft3

Dashboards

Passed

Active dashboards16

Refresh lag< 1 min

Widgets total128

Scheduled Exports

Active

Active schedules22

Delivered this week86

Failed deliveries0

Cross-Module Data

Synced

Modules connected4

Data points tracked1.2M

Sync errors0

Access & Permissions

Sent

Roles configured6

Restricted reports14

Access reviewsCurrent

Threshold Alerts

Monitored

Active thresholds11

Triggered this week2

ResolvedYes

Analytics Health

Monitored

99.9%

Report load success · last 24 hours

Open exceptions0

Key Features

Everything Xoro Analytics handles

Tap any capability to expand the explanation, benefit, example, and sub-features.

Pre-built report library

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A library of ready-made reports covers common needs across sales, inventory, fulfillment, and financials out of the box.

Benefit: common reporting needs are covered without building anything from scratch.

Example: an inventory aging report is available immediately, with no setup required.

Sub-features

Ready-made templates
Cross-module coverage
One-click access

Custom report builder

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Build a report from scratch by choosing fields, filters, and groupings specific to your business.

Benefit: a report tailored to exactly how your business tracks performance, not a generic template.

Example: a custom "Regional Margin" report combines sales and cost data filtered by territory.

Sub-features

Field selection
Custom filters & groupings
Saved as a reusable report

Real-time dashboards

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Dashboards refresh from live data, reflecting activity as it happens rather than a scheduled batch.

Benefit: teams see current performance instead of yesterday's numbers.

Example: a sales dashboard reflects an order placed minutes earlier without a manual refresh.

Sub-features

Live data refresh
KPI widgets
Configurable layouts

Drill-down detail

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Click into any summary number to see the underlying transactions behind it.

Benefit: a surprising total can be explained without pulling a separate detail report.

Example: clicking a spike in a revenue chart reveals the individual orders behind it.

Sub-features

Click-through detail
Transaction-level view
Contextual filtering

Cross-module reporting

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Combine data from sales, inventory, fulfillment, and financials in a single report or dashboard.

Benefit: questions that span departments get answered without stitching together separate exports.

Example: a single view shows order volume, fulfillment time, and margin together for the same period.

Sub-features

Unified data model
Multi-module filters
Combined visualizations

Saved views & report scheduling

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Save a report's filters as a reusable view, and schedule it to run and deliver automatically.

Benefit: a recurring report doesn't need to be rebuilt or re-run manually each time.

Example: a saved "Weekly Inventory Aging" view emails to the finance team every Monday morning.

Sub-features

Saved report views
Recurring schedules
Automatic delivery

Export to PDF, Excel & CSV

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Any report or dashboard can export to a common file format for sharing outside Xorosoft.

Benefit: reports can be shared with people or systems that don't have direct Xorosoft access.

Example: a board-ready PDF exports directly from a live dashboard for a leadership meeting.

Sub-features

PDF export
Excel export
CSV export

Role-based access & permissions

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Reports and dashboards are visible only to the roles and users granted access.

Benefit: sensitive data like margin or payroll-adjacent figures stays restricted to the right people.

Example: a financial summary dashboard is visible to finance and leadership roles only.

Sub-features

Role-based permissions
Report-level access control
User-level visibility

Trend & benchmark analysis

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Compare current performance against prior periods or targets directly within a report.

Benefit: performance is judged against a real baseline, not viewed in isolation.

Example: this month's fulfillment time compares automatically against the prior three months.

Sub-features

Period-over-period comparison
Target benchmarking
Trend charting

Threshold alerting

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Set a threshold on a metric and get notified automatically when it's crossed.

Benefit: problems surface proactively instead of being noticed only at the next scheduled report.

Example: a stockout risk metric crossing its threshold notifies the inventory team the same day.

Sub-features

Custom thresholds
Automatic notifications
Metric monitoring

Industry Applications

Built for any Xorosoft customer that needs current reporting

Wholesale & distribution

Track order volume, fulfillment time, and margin in one place.

Manufacturers

Monitor production output and cost against targets over time.

Ecommerce & DTC

See sales, returns, and margin trends without a separate BI tool.

Multi-location retail

Compare performance across stores in a single dashboard.

3PL & fulfillment services

Report client-level performance directly from operational data.

Finance & accounting teams

Schedule recurring financial reports without manual exports.

Operations & inventory teams

Catch inventory or fulfillment issues with threshold alerts.

Executive & leadership teams

Get board-ready dashboards and exports without waiting on a report request.

Sub-features

Capabilities at a glance

The operational building blocks that power Xoro Analytics.

Pre-built reportsCustom report builderReal-time dashboardsDrill-down detailCross-module reportingSaved viewsScheduled deliveryPDF exportExcel exportCSV exportRole-based accessTrend analysisBenchmarkingThreshold alertsKPI widgets

Business Benefits

What teams gain with Xoro Analytics

Each benefit ties a real operational problem to a measurable outcome.

Real-time visibility across every module

Dashboards reflect current activity, not a stale export from earlier in the day.

Problem: reports that lag operations to Benefit: real-time visibility

No manual spreadsheet building

Custom reports replace rebuilding the same spreadsheet by hand every period.

Problem: manual spreadsheet reporting to Benefit: reusable, saved reports

Faster decision-making

Drill-down detail and threshold alerts surface issues without waiting on the next report cycle.

Problem: slow issue detection to Benefit: proactive alerts

No separate BI license required

Reporting is built into Xorosoft, without licensing and maintaining a separate BI platform.

Problem: cost of a separate BI tool to Benefit: built in, no extra license

Consistent reporting across teams

Everyone reports from the same underlying data model instead of separately maintained exports.

Problem: conflicting numbers across teams to Benefit: one shared data model

Scheduled delivery removes manual exports

Recurring reports deliver automatically instead of being run and sent by hand.

Problem: manual recurring exports to Benefit: automatic scheduled delivery

Comparison

Manual spreadsheet reporting vs. separate BI platform vs. Xoro Analytics

How Xoro Analytics compares to manual spreadsheet reporting or a separate BI platform bolted onto the ERP.

Capability	Manual Spreadsheet Reporting	Separate BI Platform	Xoro Analytics
Real-time data	✗	~	✓
No separate license	✓	✗	✓
Cross-module reporting	✗	~	✓
Drill-down detail	✗	~	✓
Scheduled delivery	✗	✓	✓
Custom report builder	~	✓	✓
Role-based access	✗	~	✓
Threshold alerts	✗	~	✓

Sync sales history, inventory, purchasing, replenishment, and demand forecasting with Xorosoft.

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FAQ

Xoro Analytics questions

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