How to View the Action of 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. 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. The Action column in the table displayed shows the action that can be performed of a report template:

   1. Preview and execute: used to preview the report template, update and execute it.

   2. Elipsis icon:

      1. Create schedule: utilize this to establish a precise schedule for when the report template will run. By choosing this option, you can:

         1. How frequent you want to receive this report? - You can choose between With every billing document, Monthly or Daily

         2. When will report execute? - No option to modify. By default, the report will be executed everyday 12:00am Central Standard Time (UTC-6)

         3. How you'd like this report to be shared? - tick or untick if Company administrators will receive notifications for all generated reports

         4. In Which format would you like to generate the report? - select the desired file type (CSV, JSON, XLSX)

         5. Save your scheduling setting - name your scheduling

         6. Click on Schedule to apply changes or Cancel to abort.

      2. Delete: utilize this to delete the report template.