Library
Named XOAdmin reports
| Report | Owner | Status | Use |
|---|---|---|---|
EOS Dashboard /xoadmin/reports/eosreport.aspx | Both | In warehouse | Cash, volume, members, activations, request fill vs target |
KPI Dashboard /xoadmin/reports/kpireportnew.aspx | Bret | Linked | Operator KPI tiles |
Metrics /xoadmin/reports/metricsreport.aspx | Bret | Linked | Dense operating metrics |
Aged Cash Due /xoadmin/accountmanagement/agedcashduereport.aspx | Rick | Opened | AR aging for cash — report opened; dollar grid still pending |
Member Fees Due /xoadmin/reports/memberfeesdue.aspx | Rick | Opened | AE aging rollup — not a member AR total |
Month End Fees /xoadmin/reports/feesactivityreport.aspx | Rick | Next pull | Month-end fee activity |
Monthly Cash Fees Activity /xoadmin/reports/monthlycashfeesactivityreport.aspx | Rick | Next pull | Cash fee run by month |
Monthly Barter Fees Activity /xoadmin/reports/monthlybarterfeesactivityreport.aspx | Rick | Next pull | Trade-dollar fee run |
Generated 1099-B /xoadmin/reports/generated1099breport.aspx | Rick | Linked | Tax package — do not recompute |
Month to Date Trade Volume /xoadmin/reports/monthtodatetradevolume.aspx | Bret | Linked | Volume vs goal this calendar month |
Trade Volume Goal Analysis /xoadmin/reports/tradevolumegoalanalysisreport.aspx | Bret | Next pull | Goal analysis |
Members Not Transacted In N Days /xoadmin/reports/membersnottransactedinndays.aspx | Bret | In warehouse | First 200 named 90-day rows — not the full N-day universe |