Default Managed Dashboards & Reports Work Areas

Home Page

The main work area includes:

1. The main menu. Expand and collapse to access navigation options. Select a menu item to navigate to that work area, or open a sub menu of options.

2. Search. Enter a search term to filter all the content you can access by your selected term. Projects and other items that mach the search terms are shown as results.

3. Select a card to open a new work area for your desired task, such as adding connections, data cubes, metric sets, and more.

4. Jump Back In. A scrollable list of your most recently viewed items you can select from or search to find a specific item.

5. Search. Enter a search term to filter all the content in your recently viewed items to find a specific item.

All Content Work Area

1. The main menu. Expand and collapse to access navigation options.

2. The Quick Actions menu toggle. Select to open or close the menu, then select a task.

3. Project view filter. Select to filter the content shown in this work area by selecting a specific project, or selecting all projects.

4. Search bar. Enter a search term to filter content shown in this work area by folder name or content name.

5. Breadcrumbs. Reflects the path of the content you're scrolling through; select a folder in this path to scroll to the top of that section.

6. Tile/List toggle. Select the tile or list icon to switch your view between thumbnail tiles and a text list of content and content information. You can hover over a tile and select the star icon to make it a favorite. Thumbnails are not generated until your content is checked in.

7. Project name. Indicates the name of the project that contains the content below.

   Note: If you have marked any items as a Favorite, these items appear at the top of this scrollable list.

8. Recently Viewed. An expandable and collapsible area that shows the items you most recently viewed.

Quick Actions Menu

Select the Quick Actions icon next to your name to open the quick actions menu. The list of options available to you may vary based on your application privileges and licensed features. Select a quick action to switch quickly to a new task. Options available are listed below:

Customize This Page

You can customize this work area by selecting Customize This Page in the quick actions menu. The work area changes, allowing you favorite or hide content as needed.

• Select the hide icon to hide content from your main work area. The content is hidden from it's current location, and shown in a Hidden group in the work area. This hidden group and content is only visible when you are customizing this work area. Select the hide icon again to unhide it and remove it from the hidden group.

• Select the favorites icon to mark content as a favorite. This adds the content to a Favorites section at the top of the work area, while leaving it in it's original content location. Select the favorites icon again to remove the content from the Favorites section.

  Note: Content cannot be simultaneously hidden and a favorite.
  Note: Remove content from view for all users by adding the tag HideFromHome to a file's properties or a folder.

When you're done customizing the content in this work area, select Finish Customizing in the quick actions menu to close this customization interface.

Default Managed Dashboards & Reports Work Area (Earlier Releases)

Dashboards, reports, and other views available to open with a click are listed with thumbnail preview images, and organized by folder. As you scroll, the breadcrumbs displayed at the top of the work area update to reflect the location of the content. Select a folder in the path to scroll back to the top of that section.

The main work area includes:

1. The main menu. Expand and collapse to access navigation options.

2. The Quick Actions menu toggle. Select to open or close the menu, then select a task.

3. Project view filter. Select to filter the content shown in this work area by selecting a specific project, or selecting all projects.

4. Search bar. Enter a search term to filter content shown in this work area by folder name or content name.

5. Breadcrumbs. Reflects the path of the content you're scrolling through; select a folder in this path to scroll to the top of that section.

6. Tile/List toggle. Select the tile or list icon to switch your view between thumbnail tiles and a text list of content and content information. You can hover over a tile and select the star icon to make it a favorite. Thumbnails are not generated until your content is checked in.

7. Folder name. Indicates the name of the folder that contains the content below.

Quick Actions Menu

Select the Quick Actions icon next to your name to open the Quick Actions menu. The list of options available to you may vary based on your application privileges and licensed features. Select a quick action to switch quickly to a new task. Options available are listed below:

Customize Home

You can customize this work area by selecting Customize Home in the quick actions menu. The work area changes, allowing you favorite or hide content as needed.

• Select the hide icon to hide content from your main work area. The content is hidden from it's current location, and shown in a Hidden group in the work area. This hidden group and content is only visible when you are customizing this work area. Select the hide icon again to unhide it and remove it from the hidden group.

• Select the favorites icon to mark content as a favorite. This adds the content to a Favorites section at the top of the work area, while leaving it in it's original content location. Select the favorites icon again to remove the content from the Favorites section.

  Note: Content cannot be simultaneously hidden and a favorite.
  Note: Remove content from view for all users by adding the tag HideFromHome to a file's properties or a folder.

When you're done customizing the content in this work area, select Finish Customizing in the quick actions menu to close this customization interface.