3.1 Opening a Viewsheet

This chapter focuses on how to use Viewsheets effectively, and demonstrates key concepts using sample Viewsheets. To open a Viewsheet, follow these steps:

1. Launch the User Portal. (See the User Portal section for information.)

2. Click the Report/Viewer tab at the top of the User Portal.

3. In the tree on the left side of the Portal, expand a folder (e.g., 'Dashboards').

 

4. Single click an entry (e.g. 'Sales Explore').

Note: The Viewsheet interface operates in a slightly different way on Apple iPads and iPhones. See Using Dashboards on a Mobile Device in End User for details.

You can experiment with the Viewsheet by manipulating the various controls and observing how the display updates.

Figure 3. The 'Sales Explore' Viewsheet

 

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