To get to the library
|
Go to the Main Menu
>
Library. Select the required category or
All to see all available in the library
dashboards.
|
To open a dashboard from the Library
|
Find the right dashboard type to display your most important metrics.
Once you open a dashboard from your account, it presents the actual
data from your enterprise in the predefined format.
- Go to the Main Menu
>
Library and select the category;
alternatively, select All to see all
available in the library dashboards.
- Select the required dashboard by clicking Go to
dashboard.
|
To save the dashboard to your menu
|
- Select the required dashboard.
- Select Save at the right upper
corner of the window.
- Select in what category you want to save this
dashboard.
Now it appears in the Main Menu. If you just
saved it, without editing, then each time you open it, it will be
immediately updated with all latest changes that were made to the
original dashboard in the library. In other words, your saved
dashboard is embedded in your menu and stays always updated
according to its origin in the library.
This operation is similar to a subscription. The difference is that
you subscribe to the whole category, but you save a certain single
dashboard.
|
To subscribe for a specific category
|
Go to the Main Menu
>
Library > All, select one of the tabs to
open the required category, and then select Subscribe to
Category to add the category and all of its current
and future dashboards to your menu.
Alternatively, go to the Main Menu
>
Library, select the required category, and
then select Subscribe to Category.
Every change to this category in the library, will automatically
apply to the category and its dashboards in your menu.
The changes are performed by the library manager. You cannot
delete or edit these dashboards from the Main
Menu.
Subscribe to the category
See the category to which you have just subscribed in the
Main Menu
|
To unsubscribe from the category
|
To delete the category from the menu, go to the Main Menu
>
Library, open the category you want to
unsubscribe from and then select Unsubscribe from
Category.
|
To quickly search for a specific dashboard name
|
Easily search for a specific dashboard by its name, using the
Search field at the right upper corner of
the window.
|
To sort dashboards
|
Easily sort by dashboard name or by the Last
Modifieddate, using the Sort
by drop-down at the right upper corner of the
window.
|
To edit a dashboard from the library
|
- Go to the Main Menu
>
Library > All.
- Select one of the listed categories.
- Select the required dashboard by clicking Go to
dashboard.
- Select Edit Dashboard at the right upper
corner of the window.
Note
Editing a dashboard creates a local copy in the Main
Menu that you can share with your organization.
The edited copy is not linked and do not affect its origin in
the library. Since it is not tied to the library anymore, you
will not see the updates done to this dashboard in the
library.
|
To edit the saved in your menu dashboard
|
If you saved the dashboard for later viewing and now you want to edit
it, go to the Main Menu and in the category
where you saved this dashboard, hover with the mouse over its name,
and then select the Edit icon next to its
name.
Edit the saved in your menu dashboard
Note
Editing a dashboard creates a local copy in the Main
Menu that you can share with your organization.
The edited copy is not linked and do not affect its origin in
the library. Since it is not tied to the library anymore, you
will not see the updates done to this dashboard in the
library.
|
To delete a dashboard from your menu
|
Select the dashboard you saved to your menu and then select the
Delete icon next to its name.
Delete the dashboard from the Main Menu |