Homepage 

An overview of the items edited, created, favorites, scheduled reports and generated reports are present here. You also have access to other information like XLC, GL Connect download links and Help Content.

Customization

You can customize your homepage. Click the icon in the top right corner of the screen, the Homepage Layout icon can be found under the user icon. Click this icon to display the Home Page Layout Configurations window.

In this page you have options to configure the Charts and Widgets on the homepage in terms of size and quantity. View the populated list on the left side which consist of the preset Widgets and created Charts that you have shared access to. To know more about Creating Charts, click here. 

To populate the homepage with Charts and Widgets, drag and drop the selected items into the gray space in the configuration screen. Click Save Layout after the configuration is done. 

There are six Available Widgets to choose from, including Recently Submitted, Recently Edited, Favorites, Getting Started, Generated Reports and Scheduled. 

Widget Descriptions 

Recently Submitted

This will produce a widget that contains all Charts, Dashboards, and Reports that have been recently submitted.

Recently Edited

Like Recently Submitted, this widget contains all Charts, Dashboards, and Reports that have been recently edited by the users.

Favorites

The user's favorite Charts, Dashboards and Reports are stored in this widget, providing a quick access to specific information right on the home page. Both Dashboards and Reports are displayed together, but can be sorted to show one or the other by selecting either the Dashboards or the Reports at the top of the widget window.

Getting Started

Getting Started widget enables you to edit your profile and access help content. These serve as additional access points to these portions of SplashBI. This widget also comes with links to download Excel plug-in to run SplashBI on the Excel front end, giving off line access to your reports.

Generated Reports

Reports that have been generated in the near past will be populated here enabling easy access to certain Reports you wish to export.

Scheduled

Reports which are in the distribution queue on a specific schedule are displayed here.

Provided GL Plugin Download from Home Screen

If user has GL Connect access, then from home screen user can download GL plugin

Showing Instance name In Home Screen

If user configure instance name in global setting, then that instance name is displayed in home screen.