| Field | Description |
|---|
| Properties
|
Display the properties of the dashboard.
|
 Clear
|
Clear all filter selections and return the dashboard to its default filtered state.
This option only applies to filters. It does not apply to any other selections (selections made using
 , for example).
|
| Clear All Selections
|
Clear all filter selections, including those that are set by default for the dashboard.
This option only applies to filters. It does not apply to any other selections (selections made using
, for example).
|
| Set Clear State
|
Set the current selections as the state to which the dashboards return when you use the
Clear option.
|
| Reset Clear State
|
Reset the clear state to the default.
|
 Back and
 Forward
|
To return to a previous filtered view of the data, click
Back one or more times.
If you use
Back to go to an earlier view, you can click
Forward to return to a more recent view.
Note that these option only apply to filters. They do not apply to any other selections (selections made using
, for example).
|
 Undo Layout
|
Reverse the last layout action. Changes that can be undone include moving, sizing and removing of objects, and changes to object properties.
|
 Redo Layout
|
Reapply the latest undone layout action. If you have undone multiple layout actions, you can repeat this until you have reapplied all of them.
|
 Lock All Selections
|
Lock all the selected options, so they will not be canceled if you select an unassociated value.
|
 Unlock All Selections
|
Unlock all locked selections.
|
 Selections
|
Display a list of the selections currently applied to the dashboards.
|
 Show/Hide Notes
|
Display all notes attached to the analytics. If the Notes dialog box is currently displayed, click this icon to hide it. (This option is only available if your firm enables the Notes feature.)
|
| Add Sheet
|
Add a new tab to CFO Dashboards.
|
| Paste Sheet Object
|
If you copy an object, use this option to paste that object on the current tab.
|
 Repository
|
This option does not apply to CFO Dashboards.
|
 New Sheet Object
|
Add a chart or table to the current tab. Drag the icon for the type of chart or table you want from the New Sheet Object dialog box onto the tab.
|
 Select Fields
|
Select a field for which you want to display values in a list box. Drag the field onto the tab from the Fields dialog box.
|
 Add Bookmark
|
If you interact with the dashboards to create a view of your data, and you want to be able to display that view in the future without specifying all of the filter values and other options again, click this option to add a bookmark for the view.
To retrieve a bookmarked view, click
 on the toolbar, and select the bookmark from the drop-down list.
|
 Remove Bookmark
|
Delete a bookmarked view of your data.
|
| Mail with Bookmark as a Link
|
Create an email message with a URL link to the current dashboard using an automatically created temporary bookmark. The recipients, if they have the necessary security access, can display the dashboard as it looked when you generated the email.
|
| Document Support Information
|
Display support information related to the dashboards, such as product name, user name, build number, and so on.
|
