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Table of Contents

Dashboard Features
Table of Contents
Panel
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titleIn this section

Page Tree
rootDashboards

Tip

If your Analytics dashboard is empty, click Add Tab or search for a dashboard in the Browse menu.

Dashboard Navigation

The following image displays the main features of the dashboard:

Image Removed

  • Menu: links you to additional reporting functions such as Create Report, Report List, Discussion.
  • Inbox: used to receive distributed reports, reports to be approved, and comments.
  • Search: allows you to search reports across your repository.
    • Image Added

    1. Tabs: navigate between various tabs on your dashboard. A tab consists of a set of pre-built reports, typically related by subject area.

    2. Sub-tabs: navigate between various sections of your chosen dashboard tab.

    3. Manage

      tabs

      tab:

      add

      remove,

      delete

      move copy export,

      and

      edit or delete your

      tabs

      tab.

    4. Reports: displays the various reports added to your dashboard tab

      Share tab: broadcast or share your tab.

    5. Report; export, share, information or expand. You may need to hover your mouse over the report to see this option.

    6. Filters: apply

      any

      filters

      that have been added to your chosen dashboard tabMy Content: gives easy access your favourite, draft and most recently accessed reports to the right of the dashboard display area.

      to the entire tab, subtab or selected reports (dependent on configuration).

    Adding Prebuilt Dashboards

    To add a dashboard that’s already been built, access left hand menu and either:

    1. go to My Dashboards > +

      Image Added

    2. go to Browse > Dashboards

      Image Added


    Both will take you to Dashboards that you have access to. To open one, double-click or right click > open.

    Image Added

    You’ll then be asked if you’d like to add it to your favourites (so that it remains on your dashboard tab list) or not.

    Image Added


    Image Removed

    Managing Dashboard Tabs

    Once a tab has been added to your dashboard you can continue to update and edit them to suit your needs. The tab menu allows you to add, delete or edit tabs. By clicking on the tab link you will have a drop down menu from which you can choose the following options.

    Move Tab

    The first tab from the left of the page is the tab that will open first when you login.

    1. To move a tab location in the list, click the tab drop down menu icon.

  • Choose the direction you wish to move the tab
    1. Image Added

    2. Move the tab up or down as required.

      Image Added

    Share Tab

    To share a tab with other users:

    1. Click on Share in the tab menu

      Image Added

    2. Add the recipients by user or group name

      Image Added

    3. Click Submit to distribute the tab.

      Image Added

    The tab should now appear on their dashboard.

    Export Tab

    If you wish to export all the reports on a tab to one document then:

    1. Click on the Export option in the tab menu

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    1. Exports are generally done in PDF format. Follow the prompts regarding layout and subtab selection (if available).

    Remove Tab

    If you no longer wish to have a tab on your dashboard, then:

    1. Click the Remove link

    whilst the tab you want to remove is Active

    1. from the tab’s drop-down menu.

      Image Added

      2. Confirm the removal by clicking OK on the confirmation prompt

    Image Removed Image Removed

    The tab should now appear on their dashboard.

    Panel
    borderWidth1
    borderStylesolid
    titleIn this section

    Page Tree
    rootDashboards

    TipIf your Analytics dashboard is empty, click Add Tab or search for a dashboard in the Browse menu

    1. .

    Image Added

    You can also remove a tab in the Move screen.

    Image Added

    Note: you may also see an option to Delete a tab. This will delete the tab for all users and should be used with extreme caution.

    Dashboard Navigation (Analytics Classic)

    The dashboard layout is a little different in Analytics Classic.

    Export Tab

    If you wish to export all the reports on a tab to one document then:

    1. Click on the Export option in the tab menu
    2. Select the format you wish to export to

    Image Removed

    Sharing Tabs

    To share a tab with other users:

    Click on Share in the tab menu
    Image Removed
    Add the recipients by user or group name
    Image Removed
  • Click Submit to distribute the tab.
    Image Removed
    • Image Added

    1. Menu: links you to additional reporting functions such as Create Report, Report List, Discussion.

    2. Inbox: used to receive distributed reports, reports to be approved, and comments.

    3. Search: allows you to search reports across your repository.

    4. Tabs: navigate between various tabs on your dashboard. A tab consists of a set of pre-built reports, typically related by subject area.

    5. Sub-tabs: navigate between various sections of your chosen tab

    6. Manage tabs: add, delete, and edit your tabs.

    7. Reports: displays the various reports added to your dashboard tab.

    8. Filters: apply any filters that have been added to your chosen dashboard tab

    9. My Content: gives easy access your favourite, draft and most recently accessed reports to the right of the dashboard display area.