Basic Actions: Overview

While the information available on each of the analytics tabs in Costpoint Analytics and Capture Analytics is unique, your options for analyzing the data and for interacting with the analytics tabs are much the same from tab to tab.

Use the following links to display topics about the basic actions and standard toolbar and menu options:

Actions

Move from one set of analytics to another

Specify the analysis period

Select filter values

Search for a filter value

Clear filter selections

Use cycle icons and buttons

View current selections

Save a view of the data

Work with charts and tables

Print, email, or export analytic data

Attach Notes to Analytics

Share Your Session with Others

iPad Actions

Basic Actions on iPad

Toolbar and Menus

Toolbar options

Tab shortcut menu options

Shortcut menu options for charts, tables, and lists