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: Click the Three-Dot Menu
Inside any existing report, go to the top-right corner and click the three-dot icon.
Step 3: Select ‘View All Reports’
From the dropdown, select View All Reports to access the full reports library.
Step 4: Click ‘New Report’
In the top right of the reports library, click New Report to begin creating a new one.
Step 5: Enter Report Details
You’ll be asked to:
Name your report
Select a folder to save it in for better organization
Step 6: Click ‘Add Your Widget’
Click the Add Your Widget button to begin creating a custom data visualization.
Step 7: Create Custom Widget
Choose Create Custom Widget from the available options.
Step 8: Create Your Custom Widget
Follow these steps:
Select Widget Type
Enter Widget Details
- Widget Name: Give it a clear, specific name
- Description: Briefly describe what the widget shows
Choose Your Channel and Object
- Select the Channel
- Then choose the relevant Object
Set Time Range
Configure the Widget
Step 9: Click ‘Save Widget’
Once everything is configured, click Save Widget to add it to your report.
Step 10: Finalize & Save Report
You’ll return to the widget selection screen.
Here, you can:
Add more widgets
Rearrange them
Resize them for a better layout
Once everything looks good, click Save Report.
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.