How to Execute a Report Template in Xvantage™

Overview:

This article provides step-by-step guidance on how to execute a saved report template in 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.

8. In the page that opens you can do the following:

   • Select the desired data

   • Customize the view

   • Use the filter option

9. Click Update to latest to refresh.

10. Once you have completed the modifications, click Save template and execute.

11. In the window that opens fill in the details:

    • Template Name (required)

    • Template Description

    • Period: Select dates

    • Export File Type: choose between CSV (.csv), JSON (.json) and XLSX (.xlsx).

    • Click Save and execute

12. Click on Save template and exit if you prefer not to run it and just save the template. In the window that opens enter the Template Name and Template Description, then click on Save and exit.