How to View Saved Report Templates in Xvantage™

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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.