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The Portal has familiar navigation

aides

aids that include a menu bar, navigational breadcrumbs, tabs, and page navigation icons.

  • The Menu Bar has tabs to navigate between the dashboard and reports pages, as well as a user menu for
setting preferences
  • accessing Online Help and logging out of Portal.
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 displayed horizontally along the top of the work pane.
  • 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.

 

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Dashboard Tab

Reports Tab

Scheduled Tab

Messages Tab

Output Tab

Sample Report

Moving Between Pages

Sorting, Resizing, and Reordering Columns

 

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Getting to Know Connect

Navigating Portal

Portal Menus

Getting Started (Portal)

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