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Understanding Reports
Understanding Reports
Atharva Joshi avatar
Written by Atharva Joshi
Updated over 10 months ago

Understanding the Revlitix Reports: A Guide for Users

Welcome to the comprehensive guide on the Revlitix Reports. This powerful tool is designed to enhance your decision-making process and strategy development for your business. Below, we'll explore each feature of the module to help you utilize it effectively.

Module Overview

Reports are a dedicated module designed for advanced reporting and analysis. It enables users to access, review, and customize reports to suit their specific business needs.

Report Selection

Access a wide range of reports in the Reports module. Whether they are standard reports created by Revlitix or custom reports you've designed, they are all available here.

Report Viewing

Efficiently review reports based on various parameters such as:

  • Creator of the report

  • Access rights

  • Creation date

  • Date of the most recent opening

  • Latest edits

This feature allows you to track and manage reports efficiently.

Report Customization

Customize your reports by adding or removing widgets. A report can hold up to 12 widgets, ensuring a comprehensive view of your data. Customize from pre-built widget templates and select widgets from different channels to track.

Widget Rearrangement

This feature allows you to drag and reposition widgets on your report. Other widgets will automatically adjust, enabling a flexible layout design.

Widget Resizing

Resize widgets to suit your viewing preferences. This can be done easily using the resizing tool provided in the module.

Collapsible Menu

Click on the menu to access additional options, including:

  • KPI filters

  • Date filters

  • Widget-specific filters

This feature aids in refining your report view.

KPI Selection

Select up to two Key Performance Indicators (KPIs) to monitor in each widget. The availability of KPIs depends on the widget type.

Time Frame Selection

Choose the time frame for the data displayed in each widget, allowing you to view historical or current data as needed.

Add Filter

Create custom filters for your data based on specific criteria, enabling focused analysis.

Add Comment

Leave comments on widgets for your team or for personal reference, enhancing collaboration and clarity.

Conditional Formatting

For tabular data, set custom criteria to view widgets in your preferred format and highlight key areas.

Widget Refresh

Update or refresh the widget's data with this option, ensuring you're always viewing the most current information.

Widget Options

Access a suite of additional features, including:

  • Editing widgets

  • Duplicating widgets

  • Creating tasks

  • Setting goals for widget tracking

  • Deleting widgets

Expanded Widget View

Maximize visibility by expanding widgets to full-view mode, offering a clearer and more detailed perspective.

Data Sorting

Organize your data in ascending or descending order, making it easier to analyze and interpret.

By leveraging these features of the Revlitix Reports Module, you can create, customize, and analyze reports efficiently, empowering you to make informed decisions for your business.

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