How to request a report on Revlitix?
In this article, we'll guide you through a step-by-step process to request a report, empowering you to harness the full potential of our product.
Step 1: Click the "Request Report" option from the Insights Dashboard:
This will open up a new window, guiding you through the necessary steps to configure your report.
Step 2: Choose the Chart Type from the Drop-down Menu:
This menu provides a variety of visual representations to choose from, allowing you to select the most appropriate chart type for your report.
Step 3: Select the Source for the Report:
Next, you'll need to specify the integrated channel from which you want to gather the data.
Step 4: Choose the Object for Data Extraction:
To refine your report further, you can specify the specific object or entity from which you want to extract data.
Step 5: Add a Description :
This description helps to provide context to the report and ensures that our team understands the purpose of this analysis.
After adding the description, review the information you have entered, and when you're ready, click on the "Send" button to initiate the report generation process.
The ability to choose chart types, select data sources, and specify objects for extraction allows you to tailor the reports to your unique needs, empowering you to make data-driven decisions.