Left Panel

Favorite & Recent Views – Click this item in the left panel to see views you use most often. The Favorite & Recently Used Views window open. It displays all views you have tagged as your favorites. The window also shows your most recently used views.

The left panel is organized into groups, including an Admin Utilities group and view groups.

Admin Utilities Group – Contents of the Admin Utilities group vary depending on your level of access and type of specialty functionality that’s been set up for your environment. Clicking an item in the group opens the respective administrative page.

  • Casual = No Admin Utilities group displays for casual users. They can control additional aspects of the application such as User Options from drop-down menus in the top panel.

  • Advanced = Action, Conditional Format, User Link, and User List.

  • View Administrator = Action, Application, Broadcast Group, Broadcast Schedule, Category, Conditional Format, Data Copy, Data Import, Dimension, Measure, User Link, User List, User Profile Group, View, View Group, and View Monitor.

  • Security Administrator = Action, Application, Broadcast Group, Broadcast Schedule, Category, Conditional Format, Data Copy, Data Import, Dimension, Measure, Role, User Link, User List, User Profile, User Profile Group, View, View Group, and View Monitor.

View Groups - They display all the views and user links that you can use in the application. The number displayed after a view group name is the total number of views and links assigned to the group. The order of view groups varies by user depending on settings for their user profile group.

  • Click a group to expand or collapse its contents.

  • Click a view or link to run it. Icons next to the view or link indicate whether they are global or personal (or shared in the case of views):

    • = personal view, = global view, and = shared view

    • = personal link and = global link

  • Right-click a view group, view, or user link to select a type of action to take from their pop-up menu. Contents of the menu vary depending on your level of access.

    • The New View option on a view group pop-up menu opens a page for building a view and assigns the view to that group by default.

    • Pop-up menus for views may include Run, New, Edit, Delete, Web Part, and URL options. Pop-up menus for links are similar, excluding the Web Part and URL option.