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
Open Reports: Click on the 'Reports' module in the navigation bar.
Step 2: Navigate to Report Creation
Locate the Last Viewed Page: You'll initially see the page you last visited. On the Reports details page, click the 'View Reports' button.
Start New Report: Find and click the 'New Report' button on the 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 12 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 'Edit Report' button to add or modify new or existing widgets.
This process simplifies the creation and customization of reports, enabling you to analyze data and formulate strategies effectively.