Welcome to the comprehensive guide on Revlitix Reports.
The Reports module is a powerful tool designed to enhance your decision-making process and support strategic planning for your business.
This guide walks you through the key features and how you can use them effectively.
Module Overview
The Reports module provides advanced reporting and analysis capabilities.
It allows you to access, review, and customize reports tailored to your business needs.
Key Features of the Reports Module
Report Selection
Access a variety of reports, including:
Standard reports created by Revlitix.
Custom reports designed by your team.
All reports are available centrally within the module.
Report Viewing
Quickly review reports based on:
Creator of the report.
Access Rights assigned.
Creation Date.
Last Opened Date.
Last Edited Date.
This helps you efficiently track and manage report versions and ownership.
Report Customization
Add or remove widgets to build your reports.
A report can hold up to 20 widgets for a comprehensive data view.
Customize using:
Pre-built widget templates.
Widgets from different connected channels.
Widget Rearrangement
Drag and reposition widgets anywhere within the report.
Other widgets will adjust automatically to maintain layout flexibility.
Widget Resizing
Easily resize widgets using the provided resizing tool.
Adjust the widget size for better viewing and data focus.
Collapsible Menu
Click the menu icon to access:
KPI Filters
Date Filters
Widget-Specific Filters
These filters help you refine and focus your report view.
KPI Selection
Select up to two KPIs per widget to monitor critical metrics.
KPI options vary depending on the widget type selected.
Time Frame Selection
Choose a specific time frame for each widget.
View historical or current data as needed for your analysis.
Add Filter
Create custom filters based on specific criteria.
Focus your analysis on targeted data segments.
Add Comment
Leave comments directly on widgets for collaboration or personal notes.
Improve team communication and data clarity.
Conditional Formatting
Set custom formatting rules for tabular data.
Highlight key data points based on predefined conditions.
Widget Refresh
Refresh widgets to update data instantly and ensure you're viewing the most current information.
Widget Options
Quick actions available for each widget include:
Edit Widget
Duplicate Widget
Create Task from widget insights
Set Goals for widget tracking
Delete Widget
Expanded Widget View
Expand widgets to full-screen mode for a more detailed and clearer view of the data.
Data Sorting
Sort data in ascending or descending order.
Organize data for easier analysis and pattern recognition.
By leveraging the features of the Revlitix Reports module, you can create, customize, and analyze reports efficiently.
This empowers you to make faster, smarter, and more informed decisions for your business.