How to Search for a Template of a Saved Report in Xvantage™

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Overview:

This article provides step-by-step guidance on how to search for scheduled reports within Xvantage.

Process:

  1. Log in to Xvantage.

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

  3. Next, select Reports (Beta).

  4. This will open the Past Reports section.  

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

  6. Use Search Template text box to find the desired template.

  7. Click Clear Search to clear and reset the settings.