User Preferences and Context Sensitive Help

If given permission by your administrator the User Preferences button will appear in the top right corner. Click the User Preferences button () to open the User Preferences menu.


Startup Reports

In the User Preferences menu set your preferences such as which reports should run at startup and/or what User Reports should be applied.

  • To execute a report on startup either drag and drop it to the ‘Report Name’ panel, use the ‘Add’ button or double-click it.
  • To disable a user report click the delete button ().


Context Sensitive Help

Context sensitive help is available at any point in the application. Click the help button () and documentation will appear in a new tab. The guide will automatically open to the section discussing the feature you are using.

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Article Author
created 2015-12-24 16:17:14 UTC
updated 2017-07-06 17:54:26 UTC

User Preferences, Context Sensitive Help, Help Icon, Help Button, Preferences, Startup Reports,
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