Custom reports in Revlitix allow you to analyze data across sales, marketing, and CRM activities according to your unique needs.
This guide will show you how to create a custom report step-by-step.
Step 1: Access the Reports Module
Log into your Revlitix account.
From the main menu, navigate to the Reports module.
Step 2: Create a New Report
Click the Create Report button at the top right of the screen.
Step 3: Name Your Report
Enter a unique and descriptive name for your new report.
A clear name makes it easy for you and your team to identify the report later.
Step 4: Add Widgets
Click Add Your Widget to start building your report.
Widgets are the core elements that provide specific insights and data visualizations.
Step 5: Select Channels for Widgets
Choose whether you want to pull widgets from a single channel or multiple channels.
This ensures you focus on the data that matters most to your analysis.
Step 6: Choose Your Widgets
Select the widgets that best match the performance metrics you want to track.
Once you've made your selections, click Save to add them to your report.
Step 7: Save Your Report
Review the widgets you've added.
If everything looks good, click Save Report to finalize and create your custom report.
Step 8: Finalize Widget Layout
Once your widgets are added, you can:
Add new widgets
Remove any widget
Rearrange the order
Resize widgets for a better layout
This final adjustment ensures your report layout is optimized for easy viewing and analysis.
By following these steps, you can quickly create and customize reports in Revlitix.
Custom reports help you track, analyze, and visualize key aspects of your business performance with greater accuracy and ease.