Creating home pages for users

You can create home pages for all users. After creating a home page, you can assign it to individuals or groups. Home page assignment helps to ensure that users are viewing the information that you think they should know. The same five predefined layouts are available to all users. Administrators can create home pages for users through the User interface.

Procedure

  1. On the Action Panel of the User interface, click Home.
  2. Click Create default home page.
  3. In the Home Page Title field, type the title.

    This title is displayed in the Home Pages list seen by users and in the Default Home Pages list, so use a meaningful name. This field is mandatory.

  4. Select the home page layout that you want to use.

    For best results, to display a report with multiple columns, or a chart, use a wide (full row) format. For a narrower set of information, use a column.

    If you have selected a format with multiple columns, you are asked to specify the column widths. You can specify the width. If you do not specify the width, a width is automatically selected for you.

  5. This option applies to version 5.3.1 or later. To make the home page available for all of the databases, select the Available for all the databases option.

    By default, all of the home pages that were migrated from previous releases are available for all of the databases.

  6. Click Next.
  7. Expand Change Requests or Tasks to see a list of reports.

    You see the same personal and shared ad hoc reports that are displayed when you click the Reports tab.

  8. Specify the report you want to use. Drag the report name to the box that represents the area of the report that displays the information.

    Sometimes you cannot drop the report into the empty box. In this case, move the report until you see a darker line above or below the report name, and then release the report.

    Note: A folder must contain an ad hoc report to be displayed here. If you do not see one of your personal folders, it is because that folder does not contain any ad hoc reports.
  9. Click Save.

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