Creating Custom Reports in Revlitix: A Step-by-Step Guide
Creating and managing reports in Revlitix is straightforward. This guide will walk you through each step to help you effectively track and analyze your business performance.
Step 1: Accessing Report Views
Start by navigating to the "View Reports" section in Revlitix. This is your gateway to creating new reports and viewing existing ones.
Step 2: Initiating a New Report
Once in the View Reports section, click on "New Reports". This action opens up the possibility of creating a fresh report tailored to your specific needs.
Step 3: Naming Your Report
Give your new report a unique and descriptive name. This will help you and your team easily identify it in the future.
Step 4: Adding Widgets
Click on "Add Your Widget". Widgets are the building blocks of your report, providing specific insights and data visualization.
Step 5: Selecting Channels for Widgets
Now, choose whether to view widgets from a single channel or multiple channels. This allows for a tailored view of the data you're most interested in.
Step 6: Choosing Your Widgets
Select the widgets that best suit your performance tracking needs. Once you've made your selections, click save to add them to your report.
Step 7: Saving Your Report
Review your selections and make any necessary adjustments. Once satisfied, click on "Save Report" to finalize your creation.
Step 8: Finalizing Widget Layout
With all widgets now visible on your report, you have the freedom to add, remove, rearrange, and resize them according to your preferences. This final step ensures your report is perfectly tailored to provide the insights you need.
By following these steps, you can effectively create and customize reports in Revlitix, enabling you to track and analyze various aspects of your business performance with ease and precision.
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