Help IndexTable of Contents

Content Explorer Window

Content Management System (CMS)

The Content Management System (CMS) window includes four control areas, as described below.

  1. Top Banner
  2. Menus
  3. Breadcrumbs
  4. Books and Folders

Top Banner

The top banner contains two icons.

Hamburger Menu

The Hamburger Menu contains a list of basic commands.

Search

The search mechanism allows you to search for books, folders, reports and slides whose name includes a specific text string (which you specify). No asterisks are required in the string.

Menus

The following menus can be accessed.

Favorites

Access commonly used files.

Recent

Access recently used files.

Personal

Access files in the Personal folder.

Group

Access files in the Group folder.

Public

Access files in the Public folder.

Alerts

View, manage and dismiss alerts.

Publications

Access publication files.

Breadcrumbs

The breadcrumbs line contains the path of the currently displayed book or folder. The following example shows a path that includes three elements.

  • Personal Content > STL Folder > 2015 Results

The path elements serve as interactive links so you can click on any element to change the current display.

Books and Folders

The lite client allows you to view the current content of folders and books as they are arranged in the main client. For full management of books and folders (rename, move, delete, etc.), use the main client.

Green Books

A green icon indicates a Discovery Data book. The book name and creation date are displayed. You can tap a book to display its contents (reports).

Red Books

A red icon indicates a Story Board book. The book name and creation date are displayed. You can tap a book to display its contents (slides).

Folders

Folder icons show the folder name and the number of items contained in the folder. You can tap a folder to display its contents.

 

Home | Table of Contents | Index | User Community
Pyramid Analytics © 2011-2018