1. Help
  2. Reporting & Analytics
  1. Help
  2. Reporting & Analytics
purple icon for coordination
We’ve moved!
Our Help Center has a new home and our URLs have changed. Please update your bookmark to this page before April 30, 2026

Reporting & Analytics

Reporting and analytics tools provide insights into organizational data and performance metrics.

Analytics & Reports

Analytics and reports provide insights into service performance and operational metrics.

  • Custom View
    Custom views filter and display specific record types based on predefined requirements.
  • Custom View Fields
    Custom view fields define configurable data elements for filtering and displaying records in analytics reports.

Dashboards

Dashboards provide visual displays of key metrics and data analytics.

  • Dashboard
    Dashboards combine multiple reports into customizable visual displays with filtering capabilities.
  • Dashboard Fields
    Dashboard fields define the properties and settings available when creating or editing dashboards.

Exporting Data

Data can be exported from Xurrent in various formats for analysis.

  • Export Fields
    Describes the fields available in export forms and their usage guidelines.