Walkthrough of Xenia’s Prebuilt Reports/Dashboards

Xenia includes prebuilt dashboards and reports to help you monitor operations without building custom dashboards from scratch. This guide shows you how to use, filter, and manage these dashboards.

Watch Video Guide Below for Complete Overview: 

Step 1: Access Prebuilt Dashboards

1. Log in to Xenia.
2. Navigate to Reporting
3. Select the dashboard you want to view.

Tip: Prebuilt dashboards include KPI summaries, checklist completion, and photo submission metrics.

Location Based Reports: 

• Location Pulse Dashboard:

The Location Pulse Dashboard gives you a real-time snapshot of operational performance across one or multiple store locations. It helps leadership quickly understand:

1. Task completion rates
2. Overdue or missed work
3. Store-level compliance
4. Performance trends over time

It’s designed for owners, operations managers, and multi-location oversight.

📹Video Guide: 

• Gallery View:

The Gallery View is a visual reporting tool that shows photo submissions from completed tasks and checklists across locations. It’s especially powerful for:

1. Store audits
2. Cleanliness verification
3. Food safety documentation
4. Merchandising checks

It creates accountability through visual proof.

📹Video Guide: 

Task Compliance Reports:

• Daily Compliance Report:

The Daily Compliance Report provides a summarised view of how well your teams are completing their assigned tasks and checklists within a specific day. It focuses on operational accountability by tracking:

1. Completed vs. incomplete tasks
2. On-time vs. late submissions
3. Missed recurring projects

This report is ideal for daily operational oversight and performance monitoring.

📹Video Guide: 

• Scheduled Work Summary Table:

The Scheduled Work Summary Table provides a detailed, structured view of all recurring and scheduled projects across your locations.It focuses specifically on:

1. Recurring projects
2. Assigned roles or users
3. Due dates
4. Completion status

📹Video Guide: 

• Scheduled Completion Report:

The Scheduled Completion Report provides a performance-focused view of how recurring scheduled work is being completed over time.

While the Scheduled Work Summary shows what was assigned, the Scheduled Completion Report focuses on:

1. Completion rates
2. On-time vs late submissions
3. Missed recurring tasks

📹Video Guide:  

• Task Summary:

The Task Summary Report provides a detailed overview of all individual tasks across your workspace — including one-off tasks and tasks generated from projects.

It centralises task-level data across:

1. Locations
2. Users
3. Roles
4. Projects
5. Due dates

📹Video Guide: 

• Employee Productivity:

The Employee Productivity Report provides performance insights at the individual user level. This report helps leadership understand:

1. Task completion rates by employee
2. On-time vs late submissions
3. Workload distribution

📹Video Guide: 

Tip: Prebuilt dashboards are ideal for quick operational oversight without creating a custom setup.

Template Submissions

• Template Exports:

  The Template Exports feature allows you to download your checklist templates from the platform for external use, backup, editing, or sharing. 

Templates can be exported to:

1. Share with leadership or stakeholders
2. Review offline
3. Archive for compliance records
4. Modify in bulk

📹Video Guide: 

• Audit Insights

  Audit Insights is a reporting feature that provides deeper analytics into checklist and audit performance across locations, teams, and time periods.

It goes beyond basic completion tracking and focuses on identifying:

1. Repeated compliance failures
2. Low-scoring audit sections
3. Trends across locations
4. Operational risk areas

📹Video Guide: 

• Approval Report 

  The Approvals Report is a centralized dashboard that tracks all submitted tasks, checklists, or projects requiring managerial or administrative approval. The Approvals Report allows you to:

1. View all pending approvals across stores or departments
2. Track who submitted the task and who needs to approve
3. Monitor approval status and completion timestamps

📹Video Guide: 

Step 2: Customise & Export

• Apply additional filters to refine data.
• Export dashboard data to PDF/CSV or schedule it as an email report (See article How to setup Email-Based Reporting)

Troubleshooting

• Missing data? Ensure devices are syncing properly with offline mode.
• Admin visibility issues? Confirm permissions for viewing draft/in-progress forms.

Need Help?

Feel free to reach out to us at support@xenia.team