How to View the Details of Saved Report Templates 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. For each template you can see following information in the displayed table of results:

   1. Template title

   2. Description

   3. Data set

   4. Created

   5. Created by

   6. Updated

   7. Updated by

   8. Action

   9. Use the elipsis icon then select Create schedule or Delete the template.