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Create a Data Source - Reports
Create a Data Source - Reports
Ty Toon avatar
Written by Ty Toon
Updated over 5 months ago

Reports are an incredibly effective way to not only organize but also analyze your data, allowing you to extract valuable insights that can give your business a competitive edge. With Revver's powerful reporting tools, you have the ability to transform raw data into dynamic, visually-stunning reports that can help you make informed decisions and drive success.

But before we can dive into the exciting world of reporting, we first need to create a Data Source. This critical step ensures that we have all the necessary data at our fingertips to generate insightful reports that are tailored to your business needs. So let's get started and create a Data Source that will serve as the foundation for all your reporting needs within Revver!

  1. Click on the menu expansion button

  2. Click on 'Rubex Reports'

  3. Expand the header for 'Data Sources'

  4. Click on 'Create New'

  1. Give your data source a name (optionally include description)

  2. Click on 'Containers'.

  1. Select the container(s) where the data source will pull information from.

  2. You may click on 'Filters' for any conditions for the data source

  3. Click on 'Save'.

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours


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