Dashboard Features

The following image displays the main features of the dashboard:

Image Modified

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.

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.
2. Choose the direction you wish to move the tab

Image Modified

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

Image Modified Image Modified

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.

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 Modified

Sharing Tabs

To share a tab with other users:

1. Click on Share in the tab menu
   Image Modified
   
   
2. Add the recipients by user or group name
   Image Modified
   
   
3. Click Submit to distribute the tab.
   Image Modified

The tab should now appear on their dashboard.