How to Access a Report Template 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. Hover over the left navigation menu and click My Business.

3. Select Reports (Beta).

4. This opens the Reports page with the following tab:

   • Past Reports

   • Scheduled Reports

   • Saved Templates

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

6. The Data set column in the shown table indicates the name of the data set used of a report template.

7. Click Preview and execute (hyperlink) in the Action column to see the details.