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FlexIt Portal User Guide

The portal is a single page that contains everything you'll need to access in FlexIt. The top Header and left Sidebar will always be displayed. The main Content pane will show reports, dashboards, lists of recent/favorite items, and all other items that you'll work on in FlexIt.

Portal Home

From left to right, the FlexIt header has the following sections. Portal Header

Welcome (FLEXIT logo)

Click this any time to bring you back to the Welcome screen, which shows your recently opened items.

Home

Once you have a report or dashboard open, click the home icon to bring you back to the last place you left off, perhaps viewing a list of reports in a specific folder.

Tabs

You can have as many reports or dashboards as you'd like all open at the same time. They will show up as clickable tabs that you can toggle between; tabs that don't fit are listed under More.... As you tab between items, the URL in your browser is updated to reflect the unique URL for that report. You can use that direct URL to open a report directly, or share it with others. When you have more than one tab open, you can also Close All Tabs.

User​

Click the user icon to open your profile menu:

  • My Account - check your username, full name, email, and role(s)
  • Sign Out - make sure you log out of FlexIt when you're done

If you're not signed in, a Login button is shown instead.

Help

  • Documentation - takes you to the FlexIt documentation website
  • About - tells you the version of FlexIt, which is often useful for troubleshooting

Depending on your role(s), you may see different items on the sidebar menu. Check your role(s) by clicking the user icon in the top-right and selecting My Account.

Specifically, the New button and Data Catalog are only available to the Admin and Author roles, and the Administration menu is only available to the Admin role.

Portal Sidebar

From top to bottom, the FlexIt sidebar has the following sections.

Collapse/Expand

Click the hamburger bars icon to expand or collapse the portal sidebar. Collapse the sidebar to give yourself more room, or expand to see text for each of the buttons/icons. FlexIt remembers your choice.

Search

Search by name for any content you have access to, including reports, dashboards, data portals, and folders.

New

Create new content (Admin and Author roles):

  • FlexIt AI - when AI is enabled
  • New Analysis - select a data model to build a report from
  • New Dashboard
  • New Data Portal - opens in a new browser tab
  • New Dataset - Admin role only

New content

Read the Reporting User Guide for detailed information on how to build reports

Read the Dashboards User Guide for detailed information on how to build dashboards.

Read the Data Portals User Guide for detailed information on how to build data portals.

My Content

Shows folders, reports, and dashboards that ONLY you have access to. You always have write access to anything under My Content, giving you the ability to save, delete, or edit.

Shared Content

Shows folders, reports, and dashboards that are shared by users, groups, and roles. Depending on the groups that you are part of, you may only see a subset of Shared Content. Also, you may only have read access to certain items, allowing you to view and run them, but not save, delete, or edit.

Recent

Shows the 10 items you've opened most recently, newest first.

Favorite

Shows reports and dashboards that you've marked as favorites, sorted by name. Mark items as favorites by clicking Favorite in a dashboard or Add to Favorites in a report's menu, then they will show up in this list for quick access.

Data Catalog

Browse every data model in your organization and export it to CSV (Admin and Author roles).

Administration

The administration menu has links to all the administrative tasks in FlexIt: Users, Groups & Roles, Data Sources, Data Models, Data Transform, Orchestration, and Configuration.

Only users with the Admin role have access to this menu.

Read the Administration Guide for detailed information

Content​

Reports, dashboards, recent, favorites, data models, and everything else will be displayed in the Content Pane, shown here:

Content types

Folders​

Folder lists show a breadcrumb trail to the current folder and a search box that filters the items in it. Each item shows when it was last modified, and its description when you hover over the info icon. Depending on your access, the top of a folder has buttons for New Folder, New External Content, Security (Admin role), and Paste.

Item Actions​

Click the ellipsis next to an item, or right-click it, to see its actions:

  • Rename, Cut, Copy, Delete, and Create Shortcut - for folders, also Paste
  • Schedule - schedule email delivery of a report or dashboard
  • Open in New Window
  • Share - for items outside My Content
  • Edit - for data portals
  • Create Analysis from Dataset - for datasets
  • Security and Info - Admin role, for items outside My Content

In Recent and Favorite, items also have Go to Folder, and do not have Rename, Cut, Copy, or Delete.