Guide to Creating a New Report
Follow these steps to create a new report, essential for analyzing data and developing effective strategies.
Step 1: Access the Reports Module
Navigate to the Reports section from your Revlitix dashboard.
Step 2: Navigate to Report Creation
Click on the three-dot menu (⋮) in the top-right corner.
Select “View Reports” to access existing reports.
Click on the “New Report” button located in the top-right corner of the 'View Reports' page.
Step 3: Create and Customize Your Report
Name Your Report: Enter a name for your new report in the designated space.
Add Widgets: Use the 'Add Your Widget' button to include up to 20 widgets in your report. You have three options for widgets:
Custom Widget: Create a widget tailored to your specific needs.
Saved Templates: Use your previously saved templates.
Revlitix Templates: Select from a range of pre-designed Revlitix templates.
Save Your Report: After choosing your widgets, click the 'Save Report' button to save them under your assigned report name.
Step 4: Review and Edit Your Report
View Saved Report: Your saved report will appear on the Reports details page, complete with all the necessary charts for strategy formulation.
Edit if Needed: Click the pencil icon (✏️) to edit the report and add or modify widgets.
This process simplifies the creation and customization of reports, enabling you to analyze data and formulate strategies effectively.