This reporting cockpit is located in the portfolio management context. It displays charts and tables for the current portfolio.
You have specified the cockpit pattern under Administration → Custom Configuration, by choosing Cockpit Pattern in the Pattern field and PortAnalytics in the View/Edit Configuration field. Then you clicked Load.
Tray navigation:
· To expand all trays, click the overlapping triangles icon pointing down, at the top right.
· To collapse all trays, click the overlapping triangles icon pointing up, at the top right.
· To expand/collapse individual trays, click the icon at the top right of respective tray.
For any graph or chart, you can do the following:
· Use the magnifying glass icon with a plus sign to magnify the graph/chart.
· Use the magnifying glass icon with a minus sign to reduce the graph/chart.
In a table, you can do the following:
Action |
Steps |
|
Search for an item |
Sort |
Sort the item list by columns. Click the heading of the column to sort in ascending order. Click again to sort in descending order. |
Filter |
The first row is for filtering the item list. Enter a string of characters to filter the items containing the string. Enter search strings in multiple columns to narrow the search results. Special characters are not permitted. |
|
View/Edit item settings |
Click on the name of the item to open the item and see Item Overview. |
|
Navigate |
Scroll |
The triangles at the bottom of the displayed list facilitate scrolling. The three triangles pointing down help scroll down one row at a time, one page at a time and to the last page, respectively. The three triangles pointing up perform the same function for scrolling upwards. These triangles are inactive if all items fit within a page. |
Export to Excel |
Export to Microsoft Excel, (right top corner above the list) |
Here, you can export a list of selected items to Microsoft Excel: ... 1. Select the items from the list 2. Click Export to Microsoft Excel to access the Export view. 3. Click TableData.xls. |
The first column of each row has a checkbox which is used for selecting the item in that row.
● To select a single item from a list, click the corresponding checkbox.
● To select multiple items, hold down the CTRL key and click the checkboxes corresponding to the items.
● To select a block of items, hold down the SHIFT key and check the first and last item of the block.