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The Portal

window

has familiar navigation

aides

aids that include a

home page, title

menu bar,

menu bar, and a work pane consisting of pages and tabs.
  • The Home page displays when the application is launched after login.
    • The Title Bar shows Connect Back Office, the release number, the user name, and the URL of the Web server on which you are working. Use the minimize, maximize, and close buttons in the upper right corner to hide, show, and close the Connect Back Office application window.

    navigational breadcrumbs, tabs, and page navigation icons.

    • The Menu Bar has
    menu commands that let you manage master lists and the elements that display on the Connect Back Office application window.
  • The Support Links area (found on the Home page) provides clickable links to commonly-used client websites.
    • The Work Pane contains the element pages for configuring and managing the master lists. Some pages contain tabs. These tabs are the child elements of that page. Multiple pages can be open at the same time. The title of each page is
    • tabs to navigate between the dashboard and reports pages, as well as a user menu for accessing Online Help and logging out of Portal.
    • Tabs along the top of the page provide access to the dashboard for a high-level view of reports and the list of available reports in the application.
    • The navigational breadcrumbs allow quick navigation back to pages previously utilized in accessing your current location within Portal.
    • Within executed reports, navigation icons facilitate jumping between pages of results, moving forward/backward by a page, or navigating to the beginning/end of the report.

    Review the topics in this section to become familiar with the pages within Portal, including the GUI and common functionality.

     

    displayed horizontally along the top of the work pane.

    Panel
    bgColorWhite
    titleColorWhite
    titleBGColorBlack
    titleWorkspace Subtopics

    Dashboard Tab

    Reports Tab

    Scheduled Tab

    Messages Tab

    Output Tab

    Sample Report

    Moving Between Pages

    Running Reports

    Search, Sorting, Filtering

    Resizing, Reordering Columns

    (Portal)

    Applying Filters (Portal)

    Exporting Reports (Portal)

    Customizing Portal Report Display

     

     

     

     

    Panel
    titleColorWhite
    titleBGColorGray
    titleRelated Topics

    Getting to Know Connect

    Navigating Portal

    Portal Menus

    Getting Started (Portal)

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