Editing a Sales Analytics report allows you to update its details to align with your current analysis needs.
Step 1: Access Sales Analytics
Log in to your Revlitix account.
Navigate to the Sales Analytics section from your dashboard.
Step 2: View All Analytics
Click on View All Analytics to display all available reports.
Step 3: Click on Options
Locate the report you wish to edit.
Click on the Options icon (usually represented by three dots) next to the report's name.
Step 4: Click on Edit
From the dropdown menu, select Edit to open the report in edit mode.
Step 5: Make Your Changes
Now, you can update the report's details.
Edit Details:
Name: Update the report's name if necessary.
Metrics: Adjust the metrics to include or exclude data points relevant to your analysis.
Date Range: Modify the date range to reflect the desired analysis period.
Step 6: Save the Changes
After making the necessary adjustments, click on Save to apply the changes to the report.
By following these steps, you can effectively edit any Sales Analytics report to better suit your current data requirements or analysis goals.