Difference between revisions of "Web HomePage"
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| − | Version 8 introduced a redesigned homepage for | + | Version 8 introduced a redesigned homepage for FluenceXL Web Edition. This homepage has the same basic layout, but there are two variations. The Standard Edition will always look as per the screenshot below on the left. Enterprise Edition can be configured in the same way (default) or as in the screenshot on the right which introduces a richer UI with preview tiles and some additional user configuration through bookmarks. The richer UI is only available in the Enterprise version of FluenceXL Web and when using a [[SQL Repository|SQL Repository]]. |
<gallery style="text-align:center" mode="packed" widths="400px" heights="300px"> | <gallery style="text-align:center" mode="packed" widths="400px" heights="300px"> | ||
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==Enterprise SQL Repository Homepage== | ==Enterprise SQL Repository Homepage== | ||
| − | When you first connect to | + | When you first connect to FluenceXL Web Edition (the web address will depend upon your installation) you will see the Homepage: |
[[Image:WebHomePageView.png]] | [[Image:WebHomePageView.png]] | ||
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===Toolbar=== | ===Toolbar=== | ||
| − | The toolbar is in two sections. On the left are navigational buttons that take you to various | + | The toolbar is in two sections. On the left are navigational buttons that take you to various FluenceXL screens. On the right are Report tools for manipulating the current report on screen. |
In order the buttons are: | In order the buttons are: | ||
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* Create an AdHoc Grid - read more [[Creating Reports in Web Edition|here]]. | * Create an AdHoc Grid - read more [[Creating Reports in Web Edition|here]]. | ||
* Create an Analytics Book - read more [[Analytics books|here]]. | * Create an Analytics Book - read more [[Analytics books|here]]. | ||
| + | * Preferences - Manage your [[Manage Schedules#Subscriptions|subscriptions]] and [[Manage Schedules#Allow Recipients To Run On Demand|download schedule results]] (available from v9.2). | ||
* Help - opens the help file in a new window. | * Help - opens the help file in a new window. | ||
* Logout - exit the application. | * Logout - exit the application. | ||
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* Save - To Repository. | * Save - To Repository. | ||
* Save Custom View | * Save Custom View | ||
| − | * Refresh - re-run the open report to get the newest data. | + | * Refresh - re-run the open report to get the newest data. |
===Report Tabs=== | ===Report Tabs=== | ||
| − | The Tabs are found just below the | + | The Tabs are found just below the FluenceXL Web Edition banner. Initially no tabs are displayed. As you begin to explore reports you will see that as a report is opened or a new Ad Hoc report is created tabs will be added, allowing you to switch between reports, without having to return to the Homepage or Repository tab. |
Once opened a report can be closed by clicking on the close icon on the right of the tab. | Once opened a report can be closed by clicking on the close icon on the right of the tab. | ||
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===Repository Side Bar=== | ===Repository Side Bar=== | ||
| − | Version 9.2.42 introduced an update to the | + | Version 9.2.42 introduced an update to the FluenceXL Web UI. The colour of the repository side bar can be set in the FluenceXL Web Management Console. |
To revert back to previous versions' white and grey styling, select "use old styling". | To revert back to previous versions' white and grey styling, select "use old styling". | ||
| Line 94: | Line 95: | ||
<gallery mode="packed" heights="300"> | <gallery mode="packed" heights="300"> | ||
| − | File:NewWebUI.PNG| | + | File:NewWebUI.PNG|FluenceXL Web v9.2.42 |
File:CustomiseWebConfig.PNG|Customise the side bar colour in the Management Console | File:CustomiseWebConfig.PNG|Customise the side bar colour in the Management Console | ||
</gallery> | </gallery> | ||
Latest revision as of 09:40, 4 July 2023
Version 8 introduced a redesigned homepage for FluenceXL Web Edition. This homepage has the same basic layout, but there are two variations. The Standard Edition will always look as per the screenshot below on the left. Enterprise Edition can be configured in the same way (default) or as in the screenshot on the right which introduces a richer UI with preview tiles and some additional user configuration through bookmarks. The richer UI is only available in the Enterprise version of FluenceXL Web and when using a SQL Repository.
Standard Edition (and Enterprise Edition on file based Repository)
Enterprise Edition on SQL Repository
The main differences in the homepage between the two versions are
- Enterprise Edition provides report preview tiles.
- Enterprise Edition users can choose to display recent reports, popular reports, or their own bookmarked reports by using the toolbar at the top right. Bookmarks can be added to or removed from reports using the toolbar on the individual report tiles.
Contents
[hide]Enterprise SQL Repository Homepage
When you first connect to FluenceXL Web Edition (the web address will depend upon your installation) you will see the Homepage:
The Homepage is divided into four main sections:
Toolbar
The toolbar is in two sections. On the left are navigational buttons that take you to various FluenceXL screens. On the right are Report tools for manipulating the current report on screen.
In order the buttons are:
- Home - returns the main report area to the startup page.
- Create an AdHoc Grid - read more here.
- Create an Analytics Book - read more here.
- Preferences - Manage your subscriptions and download schedule results (available from v9.2).
- Help - opens the help file in a new window.
- Logout - exit the application.
- Expand / Collapse - resize the repository explorer on the left.
The right side of the screen shows either previously opened, or bookmarked reports which are available for quick access. 
- Submit Changes - made to member selection or cells unlocked in Excel when published.
- Print - Create a Pdf of the current report.
- Export - To Excel.
- Download PowerPoint - read more here
- Save - To Repository.
- Save Custom View
- Refresh - re-run the open report to get the newest data.
Report Tabs
The Tabs are found just below the FluenceXL Web Edition banner. Initially no tabs are displayed. As you begin to explore reports you will see that as a report is opened or a new Ad Hoc report is created tabs will be added, allowing you to switch between reports, without having to return to the Homepage or Repository tab.
Once opened a report can be closed by clicking on the close icon on the right of the tab.
Repository
The Repository, on the left of the page, lets you explore the reports that have been published.
The Repository has buttons allowing you to:
- Refresh the file list - e.g. when you have published a new report.
- Search the Repository - Use * for wildcard searches.
Additionally, right-clicking on the reports allows you to:
- Rename the report (from v8.1)
- Delete the report (from v8.1)
Report Area
The Report Area forms the bulk of the browser window and is where reports are displayed. Initially the Report Area displays the last five reports that you viewed. Error messages are also displayed here.
Customisation
Report Thumbnails
By default, the thumbnail image used to preview the report is generated automatically. (This image is taken the first time the user opens the report. This approach ensures that image will only contain data the user has permission to see.) This can, however, produce an undesirable image depending on the report size, content etc.
This image can be changed by opening the publisher window in Excel. Right click on the relevant report and select 'Manage'. Under the 'Preview Image' tab you can then either create a snapshot of a range of the report, load an image such as a company logo etc. or paste an image from the clipboard. You also have the option to blur the image.
Repository Side Bar
Version 9.2.42 introduced an update to the FluenceXL Web UI. The colour of the repository side bar can be set in the FluenceXL Web Management Console.
To revert back to previous versions' white and grey styling, select "use old styling".
You can also set the repository bar to automatically hide when the site is loaded.
FluenceXL Web v9.2.42
Customise the side bar colour in the Management Console
