How to Sort Saved Report Templates by Created Date Range in Xvantage™

Overview:

This article provides step-by-step guidance on how to view saved report templates within Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation menu, choose My Business.

3. Next, select Reports (Beta).

4. This opens the Past Reports section.

5. Click the Saved Templates tab to view all saved report templates.

6. Click the Created Date Range button, then choose the desired start and end dates to display templates within the specified range.

7. Click Reset in Executed Date Range to remove all search criteria and reset the settings. Or, click Clear Search to clear and reset the settings.