Reporting Widgets in RevBi

When accessing RevBi; select the 'Reporting Widget' from the dropdown:

Creating your Report widget: Once you've selected your report widget, you are going to experience a similar setup then any other CRM report you have built before. Simply select the “Object” and “Conditions” that you would like to apply to your report. A very common report our RevBI super users typically build is the “Top 10 Deals Last Quarter” report.

Select the structure of your report: Once you define what values and objects you would like to see on your report, make sure to adjust the “Number of records” and “Order by” conditions in the configuration menu on the left hand side.

NOTE: The number of records setting will limit the results to the value you input. However you can leave it empty or with a value of "0" and it will be limitless, without capping the maximum number of results and returning all records available based on the conditions.

For a detailed walkthrough on creating a 'report widget' - feel free to reference the video below:

• Additional information about your report widget: Keep in mind that the order of columns on your report is always going to follow the column order you previously configured for your “Opportunities” at the user profile level. Don’t forget to hit “Save and Exit” once you are happy with the report you built.
  
  
• Widgets come equipped with specific controls that offer the ability to:
  
  • Apply runtime filters: This refines the data displayed in real-time.
  • Add pivots: These provide enhanced views by categorizing data based on specific properties. Pivots transform data presentation, allowing for intricate breakdowns based on chosen parameters.