Customizing widgets in your Revlitix reports is key to effective data analysis.
This guide will walk you through how to edit different types of widgets to better fit your reporting needs.
Step 1: Access the Report
Navigate to the Report Details page.
Locate the widget you want to edit within the report.
Step 2: Select the Edit Option
Click on the Options button (three vertical dots) on the widget.
From the dropdown menu, select Edit.
This will open the widget in edit mode, allowing you to make changes.
Step 3: Customize the Widget
The editing process varies based on the type of chart:
For Tabular Reports
In the Edit Card, you'll see options like Cancel, Edit Config, and Save.
Click Edit Config to:
Adjust the columns displayed.
Reposition columns.
Choose to show or hide specific columns.
For Line Charts
Click Edit Config to open configuration and filter options.
Customize the chart by modifying settings or applying specific filters.
For Funnel Charts
Clicking Edit takes you directly to the configuration tab.
Adjust funnel settings according to your needs.
Step 4: Finalize and Save Edits
After making changes, click Save Widget or Edit Widget at the top-right corner of the edit screen.
Changes are saved immediately, and you can preview the updated widget in real-time.
By following these steps, you can easily customize different types of widgets in Revlitix reports.
Tailoring widgets to match your analysis needs improves the clarity and impact of your reporting.