Download Click&DECiDE Business Application Intelligence

Business Application Intelligence | Manual
Table of Contents
1.Introduction ............................................................................................................................................................. 6
2.Connecting to the Web Portal ................................................................................................................................. 6
2.1. Connection as a Standard User ....................................................................................................................... 6
2.1.1. Under Click&DECiDE Authentication ......................................................................................................... 6
2.1.2. Under Windows Authentication .................................................................................................................. 6
2.1.3. Standard Menus and Commands............................................................................................................... 8
2.2. Connection as a Task Administrator User ........................................................................................................ 9
2.2.1. Under Click&DECiDE Authentication ......................................................................................................... 9
2.2.2. Under Windows Authentication .................................................................................................................. 9
2.2.3. Task Administrator Menus and Commands ............................................................................................... 9
2.3. Hiding the Banner or the Left Pane Menu list: ................................................................................................ 10
2.3.1. Modify the size or Hide the Left Menu Pane: ........................................................................................... 10
2.3.2. Hide or Display The Banner: .................................................................................................................... 10
2.4. Logging Out of the Web Portal ....................................................................................................................... 11
2.5. Refreshing the Menu ...................................................................................................................................... 12
3.Configure .............................................................................................................................................................. 13
3.1. View ................................................................................................................................................................ 13
3.1.1. Theme: ..................................................................................................................................................... 13
3.1.2. Language:................................................................................................................................................. 19
3.1.3. Date, Time and Numbers ......................................................................................................................... 19
3.1.4. Display Product Information ..................................................................................................................... 19
3.2. Authentication ................................................................................................................................................. 20
3.2.1. Windows Authentication ........................................................................................................................... 20
3.2.2. Click&DECiDE Authentication .................................................................................................................. 21
3.2.3. Manage Data Source Logins .................................................................................................................... 21
3.3. Connected Users ............................................................................................................................................ 23
3.4. Favorites ......................................................................................................................................................... 26
3.4.1. Adding a Favorite ..................................................................................................................................... 26
3.4.2. Modifying a Favorite ................................................................................................................................. 29
3.4.3. Removing a Favorite ................................................................................................................................ 29
4.Browse .................................................................................................................................................................. 30
4.1. Working with Menu Branches ......................................................................................................................... 30
4.1.1. Items that do not Require the Installation of Additional Components ...................................................... 30
4.1.2. Items Requiring the Installation of Additional Components ..................................................................... 30
4.1.3. Items Requiring the Installation of Additional Software ............................................................................ 31
4.2. Running a Dynamic Item ................................................................................................................................ 31
4.2.1. Exporting a Report in PDF Format ........................................................................................................... 31
4.2.2. Exporting to another Output Format ......................................................................................................... 33
Contact us: E-mail: [email protected] Tel: +33 (0)4 67 84 48 00
Headquarters: Click&DECiDE 130, rue du Baptistou - 34980 St Gély du Fesc, France.
To contact your nearest Click&DECiDE partner, click here.
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