Business Analytics Enhancements June 2013

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1 Business Analytics Enhancements June 03

2 Enhancement Summary June 03 Item # Site Location Enhancement Welcome Page New style - Fonts and colors have changed as a result of the enhanced reporting engine Welcome Page 3 Welcome Page 4 Welcome Page 5 Welcome Page 6 Welcome Page New Navigation - Master reports that were accessible at the top of the page are now accessed via the Dashboards menu Home tab - The Home tab displays recently run reports and the most popular reports run by the user. Favorites tab - The Favorites tab displays reports tagged as Favorites by the user. Dashboard tab - Report Groups that used to be listed at the top of the Business Analytics page are now accessed by clicking on Dashboards. Open tab - Another quick way to access reports that were recently run or the most popular

3 Enhancement Summary June 03 Item # Site Location Enhancement 7 Reports New report filter option 8 Reports Filter selection direction 9 Report Functionality Columns Moving and sorting 3

4 Item # Welcome Page New style. On the old site, master reports were white hyperlink on a black background at the top of the page. On the new site, the master reports are below the header section and are a blue font on a white tab. Old Site New Site 4

5 Item # Welcome Page New Navigation. On the old site, master reports were listed at the top of the page.. On the new site, access the master reports by clicking on Dashboards. Old Site New Site 5

6 Item #3 Welcome Page Home Tab. The Home tab displays recently run reports and the most popular reports run by the user.. Reports can be printed by clicking on More>Print>Printable PDF 6

7 Item #4 Welcome Page Favorites The Favorites tab displays reports tagged as Favorites by the user. 7

8 Item #4 Welcome Page Creating Favorites. To add a favorite, open the desired report. 3. Click on the Favorites tab. 3. Select Add to Favorites. 4. The report is automatically added as a Favorite. 5. To remove a Favorite, navigate to the report, click on the Favorites menu, then select Remove from Favorites. 5 8

9 Item #5 Welcome Page Dashboards Dashboards Report Groups that used to be listed at the top of the Business Analytics page are now accessed by clicking on Dashboards. 9

10 Item #6 Welcome Page Open Open Another quick way to access reports that were recently run or the most popular 0

11 Item #7 Reports New report filter option. On the old site, clicking on the filter selection box.. Immediately opened the Multi- Select box. 3. On the new site, clicking on the down arrow opens a selection box. 4. Values can be directly selected from the list. 5. Click on Search to open the Select Values box Old Site New Site

12 Item #7 Reports Filter selection direction. On the old site, filter selections moved from right to left. Old Site. On the new site, filter selections move from left to right. New Site

13 Item #8 Report filter Copy and paste Old Site New Site Cut and paste on the old site. Open the multi select box. Click on Edit 3. Cut and paste the desired search elements from any document. Cut and paste on the new site. Click on the down arrow of the selected filter.. Click on Search. 3. Click on the pencil icon to open the Edit box. 4. Cut and paste the desired search elements from any document. 3

14 Item #8 Report filter Copy and paste All steps Click on the down arrow of the selected filter.. Click on Search. 3. Click on the pencil icon to open the Edit box. 4. Cut and paste the desired search elements from any document. 5. Click OK to save the new filter values. 6. Click Go on the main page of the report to rerun with the new values. 4

15 Item #9 Report columns Moving and sorting Moving and Sorting Columns & Rows Almost every Column or Row in a report can be moved or sorted on the fly.. A move-able column or row is indicated by a four sided cursor and a grey bar appearing above a column or next to a row. Just drag the column or row to the desired location within the report.. A sort-able column or row is indicated by a set of UP DOWN arrows next to the words inside the column header or row header 5

16 Questions?? Call the Service Desk for support on the enhancements at

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