Once you have logged in using your credentials, you will be met with the Xapien portal where you can run new reports, view existing reports, manage your groups, and view and change your settings.
Tabs
At the top of the portal page you can navigate between the ‘New Report’, ‘Reports’, and ‘Groups’ tabs.
New Report
The default page when logging into your Xapien account is the ‘New report’ tab. On this page, you can run new reports on a person or an organisation by selecting the desired option.
Reports
This is where you can view your report history. Reports are listed in order of generation, with the most recent report at the top of the page.
The right menu, ‘All reports’, shows all reports run by your organisation which are shared with you. You can filter this list to view only reports you ran using the left menu ‘My Reports’.
The report display shows:
Report subject.
Related contextual information.
Risk icons.
If it is a person or organisation report. Organisation reports are labelled with the ‘general research’ tag.
If the report has been shared.
Who ran the report.
The date and the time it was generated.
Unread reports are marked by a blue dot, visible to the left of the report subject.
You can search for a specific report using the search bar at the top of the ‘Reports’ tab.
More information on reading reports can be found in ***Navigating a Xapien Report***.
Groups
This is where you can view groups that you are a member of.
Groups in Xapien help you organise and manage reports efficiently. They make it easier to sort reports by project while maintaining a structured workflow across your organisation.
Reports shared to a group appear listed in the same format as in the ‘Reports’ tab - in order of generation, with the most recent report at the top of the page.
User Menu
In the top-right corner of the Xapien portal you will find the user menu, accessed when clicking the ‘Hi, your name’ button.
Here you have access to your account settings, can manage users, and access the help centre.
As an admin user you can:
Add new users using the 'Invite new user' button.
Manage existing users using the 'Manage users' button. This page allows you to see all users, their account status, and what groups they are a member of.
Access and edit your organisation settings.
Access and edit your account settings.
Access the help centre using the 'Help Centre' button.
Provide feedback via the 'Feedback' button.
The user menu is also where you can log out of your account, found at the bottom of the menu.
Help Centre
On the bottom right of your Xapien portal, regardless of the tab you are on, you can find the Xapien Help Centre widget.
Here you can locate the Help Centre, view a demo report, direct questions to our customer support team, and provide feedback.