- My Reports
- All reports you bookmark will initially be saved to the “My Reports” section.
- Note: all bookmarks will be updated with newer file loads
- Click on up/down arrows to sort by Title, Date Saved or Shared.
- Shared indicates if a report is shared with others
- Green check-mark shared
- Red X-not shared
- Action items (menu or right-click on appropriate report row):
- Open – Open the report with the same parameters/filters with which it was saved, but with updated information from the most current data load. The report can also be opened by clicking on the report title hyperlink.
- Share – Share the report with any other OnDataSuite User(s) or User Group that has been created.
- Drag users or click on the green arrow to add users to the Shared Users list, and click Share.
- The user(s) with whom the report is shared will receive an email notification with a link directly to the shared bookmark report. The user who performed the share will also receive a carbon copy email that was sent to the shared user.
- All reports you bookmark will initially be saved to the “My Reports” section.
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- LEA Cloud Sharing – Share an ad hoc or detailed list bookmarked report in the ‘cloud’ where any OnDataSuite client from any LEA can run or grab the report. Note: This action only works for ad hoc and the majority of detailed list reports, not custom or data validation reports.
- Name – Report Title
- Tags – Tags help categorize for searching capabilities
- Can share the report with multiple tags by using a comma to separate
- As you type, review the dropdown box below to see if there are already some tags to associate the report with
- Description – Be as descriptive as possible so that others will know what the ad hoc report contains
- Click Post to save ad hoc report to the cloud
- Note: Author information will automatically be stored for display in LEA Cloud Sharing including Author Name, Author District, Author Region, and Contact Email Address
- LEA Cloud Sharing – Share an ad hoc or detailed list bookmarked report in the ‘cloud’ where any OnDataSuite client from any LEA can run or grab the report. Note: This action only works for ad hoc and the majority of detailed list reports, not custom or data validation reports.
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- Rename – Rename the bookmarked report title. Bookmark titles will also be changed for shared users.
- Delete – Delete the report. The report will also be deleted for shared users.
- Add Folder
- Use folders to organize reports into categories.
- Click + Add Folder, Name the folder, and click Create Folder
- After creating a new folder, drag and drop the report into the folder.
- The bookmarked report will move from the My Reports area to the new folder.
- Folder Options
- Action items (menu or right-click on appropriate folder):
- Share – Share the folder (includes all reports contained in the folder) with any other OnDataSuite User(s) or User Group that has been created.
- Drag users or click on the green arrow to add users to the Shared Users list, and click Share.
- The user(s) with whom the folder is shared will receive an email notification.
- Rename – Rename the folder title. The folder title will also be changed for shared users.
- Delete – Delete the folder. The folder will also be deleted for shared users.
- Note: Rename and Delete are not available for the system My Reports folder
- Share – Share the folder (includes all reports contained in the folder) with any other OnDataSuite User(s) or User Group that has been created.
- Action items (menu or right-click on appropriate folder):