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Features
Features
Reports

Understanding Reports
Creating Custom Reports in Revlitix
How to add widgets to your reports?
How to convert a report into a task in Revlitix?
How to Request a Report on Revlitix?
Conditional Formatting in Reports
How to Filter Reports?
How to Download a Report?
How to Delete a Report in Revlitix?
Expanding, Collapsing, and Resizing Widgets in Revlitix
Duplicating Widgets in Revlitix Reports
Editing widgets in reports.
Goal tracking in Reports
Changing KPIs in Line Charts
How to Comment on a Widget in Reports
How to Create a New Report?
Report Ownership and Shared Access
Marking Reports as Favorites for Easy Access
How to Change the Date Range in Your Widget?
What Is The Maximum Number Of Widgets That Can Be Added To a Single Report?
How To Edit a Report?
Shared Access for Your Reports
How To Change The Reports Shared Access Permissions?
How to Create a Funnel Overview Report?
How to create a Funnel Breakdown Report?
How to Create a Line Chart?
How to Create a Bar Chart?
How to Create a Donut Chart?
How to Create a Tabular Chart?
How to Create a KPI Chart?
How to create a Sankey Chart?
How to create a Forecast Chart?
How do you access raw data in funnel charts?
Schedule Reports
AI Summary
How to Create a Goal Tracking Chart?
How to create a Scorecard Chart?
How to Create a Multi-Line Comparison Chart?
How to Create a Grouped Bar Chart?
How to create Cohort Analysis for a single object?
How to View Cohort Charts on the Reports Details Page
How to Create Cohort Analysis for a Multi-Object with a Unique Key
How do you add a subcategory in a funnel breakdown report?
Guide to create a Horizontal Bar Chart
Guide to create a Vertical Bar Chart
Guide to create a stacked bar chart
View AI Synopsis for the Charts
Grand Total of the values in Tabular charts
How do you access the raw data of a single object?
How to Create Cohort Analysis for a Multi-Object without a Unique Key?
How to Set Up a Global Filter on Revlitix?
Widget Analysis/Root Cause Analysis in Funnel Reports
How to Add Stacked Percentage to a Report ?
Folders for Reports
Search Bar in Report Templates
How to Duplicate a Report?
Adding LinkedIn Creative Preview into a Tabular Report
Funnel Overview Visualization
Exclude Weekend Data From Reports
What are Section Headers?
How To Schedule Reports With Users Outside Your Organization?
How to Create a Bow-Tie Chart?
How To Add Snapshot Data To A Report?
How To Generate Report Notes?
Sales Analytics

Understanding Sales Analytics
How to View Sales Analytics?
How to Launch an AI Summary in Sales Analytics
Setting up Filters in Sales Analytics
Edit access in Sales Analytics
View access in Sales Analytics
Move feature in View Analytics
Edit Access in Sales Analytics
Edit a Pattern in Sales Analytics
How to Navigate Through Different Patterns in Sales Analytics?
View all Patterns in Sales Anaytics
How to view Patterns details?
How to navigate through different combinations?
View all the combinations in Sales Patterns
How to add Sales Users to Revlitix?
Editing User Profiles
How to Deactivate a User?
How to See the List of Users in a Team
Adding New Users to an Existing Team
How to Delete a Team?
How to set up a Sales Configuration?
How to Add Sales Teams in Revlitix?
Access Control in Sales Analytics
How to Search for a Sales Analytics Report?
How to Create a Widget in a Benchmark Report
How to Edit Config in a Benchmark Widget?
Adding an Analysis report to a Folder
Different Types of Folders in Sales Analytics
Renaming Public and Private Folders
Default Folders in Sales Analytics
Adding New Folders in Sales Analytics
How to Transfer Ownership of a Folder in Sales Analytics?
How to Change or Edit Pinned Metrics in Sales Analytics?
How to edit an analysis report in Sales Analytics?
How to Remove Access for Another User in Sales Analytics
Unable to Share a Folder in Sales Analytics?
How to Access Folders in Sales Analytics?
How to Edit a Sales Analytics Report?
How to Share a Sales Analytics Report?
How to Move a Sales Analytics Report?
How to Delete a Sales Analytics Report?
Functions that can be performed on a Sales Analytics Report
Insights in Sales Analytics
Patterns in Sales Analytics
How to Create a New Pattern in Sales Analytics
Search Filters for Patterns in Sales Analytics
How to Set a Pattern as default?
Goal Tracker in Sales Analytics
Benchmark in Sales Analytics
Guide to Set Up Rep Config in Sales Analytics
Where should the User set up the Sales Configuration?
How To Set Up Sales Analytics?
Hot Leads Set Up in Sales Analytics