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Search Bar in Report Templates

Ray avatar
Written by Ray
Updated over a week ago

Search Bar in Report Templates

Follow these steps to utilize the search bar while setting up your report templates:

Step-by-Step Guide

Step 1: Go to Reports

Navigate to the reports section in your dashboard.

Step 2: Edit an Existing Report

Click on the pencil icon (✏️) to edit your report.

Step 3: Select "Add Your Widget"

Click on the "Add Your Widget" option to start customizing your report.

Step 4: Choose a Template

  • From Your Own Templates: To select from your own templates, use the search bar located under the "Select from your templates" section.


  • From Revlitix Templates: To select from Revlitix-provided templates, use the search bar under the "Select from the Revlitix templates" section.

Step 5: Click on Save

Once you've selected the appropriate template, click on "Save" to apply it to your report.

Conclusion

By using the search bar in both personal and Revlitix templates, you can quickly find and apply the right report template for your needs.

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