Difference between revisions of "Web HomePage"
| Line 14: | Line 14: | ||
* Report Area | * Report Area | ||
| − | ==Toolbar== | + | ===Toolbar=== |
The toolbar is in two sections. On the left are navigational buttons that take you to various XLCubed screens. On the right are Report tools for manipulating the current report on screen. | The toolbar is in two sections. On the left are navigational buttons that take you to various XLCubed screens. On the right are Report tools for manipulating the current report on screen. | ||
| Line 20: | Line 20: | ||
In order the buttons are: | In order the buttons are: | ||
| − | [[Image: | + | [[Image:WebNavigateToolbar1.PNG]] |
| − | |||
| − | |||
| − | |||
* Home - returns the main report area to the startup page. | * Home - returns the main report area to the startup page. | ||
| + | * Create an AdHoc Grid - creates a new AdHoc report tab read more [[Creating Reports in Web Edition|here]]. | ||
| + | * Create an Analytics Report. | ||
* Help - opens the help file in a new window. | * Help - opens the help file in a new window. | ||
| + | * Logout - exit the application. | ||
| + | * Expand / Collapse - resize the repository explorer on the left. [[Image:ExpandCollapseArrow.PNG]] | ||
| + | |||
| + | The right side of the screen shows either previously opened, or bookmarked reports which are available for quick access. [[Image:ReportFilterButtons.PNG]] | ||
| − | [[Image: | + | [[Image:ReportControlButtons.PNG]] |
| Line 35: | Line 38: | ||
* Print - Create a Pdf of the current report. | * Print - Create a Pdf of the current report. | ||
* Export - To Excel. | * Export - To Excel. | ||
| + | * Download PowerPoint - read more [[PowerPoint export|here]] | ||
* Save - To Repository. | * Save - To Repository. | ||
| − | * Save | + | * 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 XLCubed 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. | The Tabs are found just below the XLCubed 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. | ||
| Line 45: | Line 49: | ||
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. | ||
| − | ==Report Area== | + | ===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. | 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== | ||
| + | |||
| + | By default, the thumbnail image used to preview the report in generated automatically. This can, however, produce an undesirable image depending on the report size 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. | ||
| + | |||
| + | [[Image:PreviewImageTab.jpg]] | ||
| + | |||
[[Category:Web Edition]] | [[Category:Web Edition]] | ||
Revision as of 13:17, 8 January 2018
Homepage
When you first connect to XLCubed Web Edition (the web address will depend upon your installation) you will see the Homepage:
See also V8 Web Interface.
The Homepage is divided into four main sections:
- Toolbar
- Report Tabs
- Repository
- Report Area
Toolbar
The toolbar is in two sections. On the left are navigational buttons that take you to various XLCubed 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 - creates a new AdHoc report tab read more here.
- Create an Analytics Report.
- 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 XLCubed 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.
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
By default, the thumbnail image used to preview the report in generated automatically. This can, however, produce an undesirable image depending on the report size 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.
