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Table of Contents

Dashboard Features
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Dashboard Navigation

The following image displays the main features of the dashboard:

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  • 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.
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    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.

      filters 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 > +

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    2. go to Browse > Dashboards

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

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    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.

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    For steps specific to Analytics Classic, see 1.1 Analytics Classic: Adding Pre-Built Tabs

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    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
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    2. Move the tab up or down as required.

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    Share Tab

    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.

    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.

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

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    1. .

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    You can also remove a tab in the Move screen.

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    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

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    Sharing Tabs

    To share a tab with other users:

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

    Dashboard Navigation (Analytics Classic)

    The dashboard layout is a little different in Analytics Classic.

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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.