Reports can be accessed by clicking on the tab when viewing the Investment Status for a company.
Example of the Reports tab:
Icons along the top of the screen:
||At the top left of the screen, this takes you to the previous screen viewed - Portfolio Summary.|
| Expand Screen
||The arrow icons make the menu down the left hand side of the page
invisible to maximise the space available to display the details.
When you use the button again the menu will reappear.
||Use the X to close the page (the main screen will show blank).
Choose a sub-menu from the left hand side to load a page.
||Allows you to create a new report, this button will take you to the General Information tab so you can enter a name for the report and then set up your widgets to show data.
||Looks for any updates to information displayed on the page.|
||If a report was previously removed, it can be recovered or permanently deleted. You will need to either be the person who created the report OR have edit permissions.|
||Click on the spanner icon to create, edit or remove groups.
This can help split reports into categories such as; Scorecards, Financials or Performance reports, to make them easier to manage.
If Grid View is selected, the reports will be shown with an icon.
||If List View is selected the reports will be shown in a basic list.
These will be split up by group (if applicable).
The groups can be expanded / collapsed.
Note: Some of the icons below will only be displayed if you created the report
(or have been given edit permissions).
|| If you are the owner / have permission to edit the report,
the cog icon will take you to the General Information tab.
This will allow you to update:
Report name, design (column layout),
icon displayed in Grid view (if applicable),
group and description wording.
You will also be able to set the report to be emailed periodically.
||When you first create a report you will be the only person who can see it. This icon will take you to the Share tab to change the permissions. or arrange to schedule a time for the reports to be emailed.|
||This icon will remove the Report from the view.
The delete icon will appear when in List view:
In Grid view, use the X on the top right corner of the report box instead:
Note: The Report will still be available (or can be deleted
permanently) from the "Add Existing" option.
||Clicking on the info icon will show the creation date the person who created the report originally.
If you find you do not have permissions to make edits you
can check who will need to change the settings.
Click the X on the pop up to stop this showing.
Note: The info icon is only available when Grid View is selected.
To view a report:
1) In List View, double click anywhere in the row for the report.
2) In Grid View, click on the Report Name.
This will take you to view the Report Widgets