Scope
The reporting system in RevRec
Summary
RevRec includes a powerful warehouse and embedded reporting toolset. This overview highlights some of those features and provides a roadmap to help new clients navigate the reporting system. You can access Reports from the Menubar in the left-hand corner.
Solution
Navigating reports
Each reporting dashboard has six main sections.
- Main menu. This is where you open the Reports dashboard.
- Report name. Always know where you are.
- Top toolbar. The range of available tools changes with report type.
- Attributes. Add these to dig deeper into the data.
- Metrics. Add these to understand performance.
- Drillable data. The list of categories changes with report type.
Structure
Click the Reports link on the main menu. It opens a Reports dashboard with tabs for each key category of reports.
Revenue reports
Click the Revenue tab.
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