XFatora

Dashboards & Reports

Use dashboards and reports to track performance across modules.

Dashboards & Reports screenshot 1 Dashboards & Reports screenshot 2 Dashboards & Reports screenshot 3

What you can do here

  • Review CRM, Support Desk, and project metrics.
  • Monitor financial summaries and trends.
  • Export or share report views with stakeholders.

Before you start

  • Access to reporting dashboards is required.
  • Ensure data is current and reconciled.
  • Define which KPIs matter to your team.

Step-by-step

  1. Open Dashboards & Reports from the main menu.
  2. Select the report area such as CRM, Support Desk, Projects, or Accounting.
  3. Apply filters for date range and status.
  4. Review trends and schedule regular check-ins.

Tips & Common mistakes

  • Use consistent date ranges for comparisons.
  • Share report snapshots during weekly reviews.
  • Validate data sources before presenting results.

FAQ

Can I filter reports?

Yes. Filters are available on most report views.

Do dashboards update automatically?

Dashboards reflect the latest saved data.

Where do accounting reports live?

Use Core Accounting Reports for detailed financial statements.

Next steps

Core Accounting Reports CRM & Sales Overview Support Desk Overview