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Table of Contents

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  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.

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1.2 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.

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

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1.3 Sharing Tabs

To share a tab with other users:

  1. Click on Share in the tab menu
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  2. Add the recipients by user or group name
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  3. Click Submit to distribute the tab.
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The tab should now appear on their dashboard.