How to View the Data Set of a Report Template 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.

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