Editing widgets in Revlitix Reports

Customizing widgets in your Revlitix reports is essential for effective data analysis. This guide provides a straightforward approach to editing various widget types to better suit your analytical needs.

Step 1: Accessing the Report

First Action: Navigate to the Reports details page.
Purpose: Locate the widget you wish to edit within your report.

Step 3: Selecting the Edit Option

Click Options: Find and click the Options button on the widget, typically indicated by three vertical dots.
Choosing Edit: From the dropdown menu, select the 'Edit' option.
Ready for Changes: This action prepares the widget for modifications.

Step 4: Customizing Your Widget

Editing Process Varies by Chart Type:

For Tabular Reports:

In Edit Card: Find options like 'Cancel,' 'Edit Config,' and 'Save.'
Edit Config: Use this to adjust columns, reposition them, or choose to show/hide specific columns.

For Line Charts:

Configuration and Filters: Select 'Edit Config' to open a card with configuration options and filter tabs, allowing for tailored customization.

For Funnel Charts:

Adjust Configurations: Clicking 'Edit' leads to the configuration tab for various adjustments.

Finalizing Edits:

Save Changes: After editing, click the 'Edit Widget' or 'Save' button in the top right corner of the editing card.

Immediate Preview: View changes in real time to ensure the widget aligns with your analysis requirements.

By following these steps, you can effectively customize different types of widgets in your Revlitix reports. This flexibility allows for a more tailored and impactful representation of your data, enhancing the overall quality of your analysis.