Dashboard Folders

Dashboard tools (except Search) provide folders in the left pane. Select a folder to view a set of charts, forms, reports, or resources. For the data-viewing tools (Quick View, Data Explorer, User Explorer, and Reports) you can add and organize folders as you wish. For example, you could create a new Quick View panel that displays charts required for weekly management meetings. In User Explorer, you could create a separate folder for each department of users to make users easier to find.

Creating a New Folder/Panel

To create a new folder:

1. Click New on the toolbar above the navigation pane or right-click and select New.
     

2. Select Folder or Panel. A new folder appears in the folders list on the navigation pane. You can right-click on any folder or panel in the left navigation pane and select Rename to rename a folder.

3. Name the folder. Type over "New Folder" next to the folder.

4. At first, the new folder has no contents. Use the instructions below to copy (drag-and drop) items from existing folders into the new folder create a new item in the folder.  

Deleting a Folder or Panel

It's best not to delete the folders provided with the Dashboard. Once you delete a folder and its items, you cannot get it back. The pre-defined reports and forms provide an important starting place for viewing and developing your own. However, you may need to delete a folder that you created and no longer need.

To delete a folder in Data Explorer:

1. In the navigation pane, select the folder to delete.

2. Open the Edit menu (or right-click) and select Delete Folder. A confirmation message appears informing you that you will not be able to "undo" the delete operation.

3. Click Yes to continue deleting (or No to leave the folder in place).

Copying an Item to a Folder  

The easiest way to add items to a new folder is to copy and modify an existing report. (You can also create a new report in the new folder.) When you copy a chart, form, or report, all criteria and settings are copied with the item. Once the item is copied to a different folder, you can change its settings and criteria.  

To copy an item to a new folder:

In Data Explorer, User Explorer, and Reports, simply drag the item from the right pane and drop it on the folder where you want the copy. Otherwise:

1. Right-click on the item in the right pane (or click the >> Menu button below the chart in Quick View) and select Copy.

2. Open the folder or panel where you want to paste the chart.

3. Right-click on the right pane and select Paste. You can paste a Quick View chart in an available empty slot, or it will automatically go to the first empty slot. If there are no empty slots on the Quick View panel, a message appears. You will have to either delete a chart from the current panel or create a new panel to make room for the copied chart.

To change the copy's name:

After the chart, form, or report is pasted in the folder, select, click, and type over the name. To change the title as it is displayed within a chart or report, right-click on the chart or report and select Settings. To change a form's description, right-click and select Edit Description.

To modify the copy:

Right-click on the item in the right pane and select Criteria (or click the Criteria button under a Quick View chart). Other modifications are possible, depending on the tool, such as Settings and Data Grouping. Refer to the Help for each tool.

Deleting an Item in a Folder/Panel

When an item is not useful, clean up the folder by deleting it.  Avoid deleting the provided charts, forms, and reports, because you will not be able to recover them. However, deleting an item from a folder does NOT delete data in the database.

To delete a Quick View chart:

1. Select the report or form in the right pane.

2. Right-click (or open the Edit or Quick View >> menu) and select Delete Item.

3. Confirm that you want to delete the item by clicking Yes. The item is removed from the folder.

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