Whether you're in Sales Ops, Finance, HR, or leading a sales team, you need fast access to accurate, role-relevant data. Xactly Reporting empowers users to easily build the reports and dashboards they need without requiring deep technical expertise.
Still, we know that switching your daily reporting workflow is a big deal. The transition from legacy analytics or manual spreadsheets takes time and trust. If you’ve started exploring the new Xactly Reporting platform but aren’t sure where to go next, or simply haven’t had the time to dive deep, you aren’t alone.
Here’s a quick guide to getting started:
How to Access Xactly Reporting
To open the reporting environment:
- Log into your Xactly Incent instance.
- Click on the App Switcher (the hamburger menu icon) in the top left corner of the screen.
- Select “Xactly Reporting” from the menu.
How to Use Xactly Reporting
We know that everyone learns differently. To help you get over the hump, we’ve organized our Xactly Reporting Resource Center into three distinct paths. Choose the one that fits your current needs:
1. The "Visual Learner" Path
If you want to see the tool in action before you click a button, start with our Xactly Shorts. These are concise, high-level video walkthroughs that showcase the intuitive interface. You’ll get a feel for the drag-and-drop builder and see how easy it is to traverse related data without writing a single line of SQL.
2. The "Deep Diver" Path
For the Admins who want to understand the "why" behind the "how," our Introduction to Xactly Reporting and Report Builder Manuals are for you. These guides provide a full breakdown of data objects and schemas, teaching you how to build ad-hoc reports and leverage complex logic functions to solve your most intricate business rules.
3. The "Hands-On" Path
Ready to solve a specific hurdle right now?
- Formatting & Visualization: Learn how to transform raw data into board-ready charts (like Waterfall and Funnel views) and apply custom brand formatting.
- Free Training Session: Join our experts for live, guided enablement. This is the fastest way to get your specific questions answered by the people who built the tool.
Your Safe Space for Discovery
The most common concern we hear from Admins is the fear of "breaking something."
Here is the most important thing you need to know: Xactly Reporting is a risk-free zone. It serves as a single source of truth across your entire revenue lifecycle—credits, commissions, payments, and quotas—but acts as a read-only gateway.
You can query, filter, and test new views with total confidence. Nothing you do in the reporting environment will ever alter your underlying plan data, calculations, or configurations. Think of it as your sandbox for innovation.
Pro Tip: Start Small
Your instance comes pre-loaded with standard assets, including dashboards and reports for Performance, Payments, and Commissions. These are available for use immediately without the need for custom building.
When using standard assets, you don’t have to rebuild your entire reporting suite in a day. We recommend picking one "Friday Afternoon" manual task—like a commission summary—and trying to replicate it using the Report Builder.
By starting with a single use case in our safe, non-destructive environment, you’ll build the confidence to eventually turn Xactly Reporting into your organization’s strategic command center.
Ready for more? To help you move from "just exploring" to "fully operational" without the guesswork, we’ve curated the Xactly Reporting Resource Center designed to simplify your journey.
