Where do I access reports in RevRec?

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.