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Overview

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Left Panel

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Administration Tour & Help

Licence Countdown

Main Panel

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Usage KPIs

 Data Sources
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 Data Sources

 Views
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 Views

 Users
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 Users

 Roles
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 Roles

 User Groups
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 User Groups

 Content Categories
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 Content Categories

 Field Categories
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 Field Categories

 View Categories
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 View Categories

 Org Reference Codes
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 Org Reference Codes

 Storyboard Themes
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 Storyboard Themes

 Content Tags
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 Content Tags

 Date Filter Periods
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 Date Filter Periods

Right Panel

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Configuration Items

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Item

Description

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[Configuration]

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[Content Settings]

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[Images and Maps]

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[Email Template]

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Administration Items

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Item

Description

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[Session Management]

This allows the user to view a list of current sessions, and close selected sessions. This is useful if you have a user that has logged on from one IP address and then tries to log on from another but has been denied access.

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[Schedule Management]

This allows the user to view and manage a list of schedules defined in the system. Schedule types include: Broadcast, Cached Filter Refresh, Cached View Refresh, Composite View Refresh, Report Refresh, Report Subscription, and Source Filter Refresh.

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[Dashboard Management]

This allows the user to view all available dashboards, check their status, subscriptions, and report numbers as well as having the option to edit and delete selected tabs.

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[Licence Details]

This allows the user to view the current licence parameters and usage, and upload new licences.

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[System Information]

This allows the user to view current system information including version details, security settings, system resources and more. Sometimes support may ask you for an XML export of these details to assist with troubleshooting.

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[Content Translation]

This allows the system to provide User Entered reporting content across multiple languages by allowing users to translate content such as Report Names, Column Titles, Chart Labels, etc.

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[Client Organisations]

This allows users to view and manage a list of client organisations.

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[Export]

This allows users to export content definitions to .xml files for migration and backup purposes.

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[Import]

This allows users to import content definitions from .xml files for migration and backup purposes.



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