Organizational Tool for "My Reports", "My Charts" , "My Dashboards" and "My Data Grids"

Purpose:

We all know that organization is the key to efficiency. The User Content Browser adds more functionality in being able to organize your configurations. The user has 3 different display modes to choose from: grid, columns and list. We also added the abilities to create categories to group your configurations, filter your configurations by keyword and rearrange the order of your configurations with drag-and-drop functionality. The description of a configuration is visible to aid in organizing.

This example is in the Risk Indicator Application, but this feature is also in the Reports, Charts, Dashboard Manager and Data Grid Applications.

Directions: 

Log into the SchoolData.net dashboard at https://{your district}.schooldata.net/v2 and choose Risk Indicators.  If you don't see the Risk Indicators icon, or if you don't have permissions to the application contact your District SchoolData.net (Homeroom) administrator or email support@schooldata.net.

Click My New Risk Indicator.  

When the user has no configurations, the page will look as follows:

When a user begins to create new risk indicator configurations, they will be added to your My Risk Indicators page and will be displayed in grid view by default:

To switch the display mode, click on the Actions button in the upper right hand corner:

Here you can switch from the default Grid view to Columns view or List view. 

The columns view is similar to the Grid view, which is a 'tile' view.  Notice in the columns view the tiles are different sizes depending on the length of the description.

The List view displays the title of the indicator only.

To view the description click the dropdown icon.

If you are want to rearrange the order of your configurations, left click (and hold) the drag icon move your configuration to the new position, and then release the click.

Step 1. Left click (and hold) the drag icon.

Step 2. Drag the configuration to the new position. (We moved “Assessments EOC Algebra” from the top to the bottom)

Step 3. Release the mouse click and look for green success message.

To filter your configurations by a keyword, type your search into the textbox located next to the "Actions" button in the upper right hand corner.

If we type in "CAA" into the filter, then only configurations with “CAA” in the title are displayed.

To create a new category, click on the “Actions” button and select “Add new Category” located at the bottom of the dropdown menu.

Step 1. Click on the “Actions” button

Step 2. Click on the “Add new Category” option

Step 3. Fill out the information in the modal that pops up and hit the “Save” button.

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To add a configuration to a category, click on the pencil icon of a configuration and then select the category under the "Move To Category" option. Then, hit "Save."

Step 1. Click on the pencil icon of a configuration.

Step 2. Select the category to move your configuration to from the “Move To Category” dropdown selector, then hit the “Save” button.

To open a category, hit the “Browse Category” button.

 To view a category tree, click on the "Actions" button and then select the "Open Category Tree" option.

Step 1. Click on the "Actions" button.

Step 2. Select the “Open Category Tree” option.

You can now quickly browse your categories.