Action
On the iPad
Move from one of the summary analytics on the Summary Dashboard to the corresponding detail analytics.
Tap the label for the summary analytic.
For example, to go to the detail analytics for profit, tap Profit.
Move from one set of detail analytics to another (from Costpoint Analytics – Project to Costpoint Analytics – Employee, for example).
Tap the down arrow in the navigation box in the upper-left corner of the page.
In the drop-down list, tap the analytics you want.
Tap Go.
If your firm only has Capture Analytics, this navigation box is not displayed because you can use the tabs to navigate to all of the analytics.
Go to a different analytic tab.
Tap the tab.
Follow a link.
Tap the link.
Select a toolbar icon.
Tap the icon.
Select a single item in a list.
Tap the item.
Select multiple items in a list.
Tap-and-hold (press your finger) on the list until this toolbar displays:
Then tap each item, and tap the check mark when you are done to confirm your selections.
For lists with check boxes next to each item, you can just tap each one. Tap-and-hold is not necessary.
Use
the Cycle icon (
)
for a list, chart, or table.
Tap
one or more times until the list from which you want to
select filter values is displayed.
Clear multiple selections in a list.
Tap-and-hold (press your finger) on the list until this toolbar displays:
Tab the eraser icon to clear the selections. You can then make new selections and tap the check mark, or tap the red X to close the icon bar.
Scroll a list.
Swipe up or down.
Search a filter list.
Tap 
,
tap in the field that displays above the list, and use the iPad
keypad to enter the search string.
Note: Pinching out to expand the search field makes it easier to work in the that field.
Display the shortcut menu for a list.
Some filter lists have
a Menu icon (
) in the
upper-right corner that you can tap to display the shortcut menu.
For lists without the Menu icon, the shortcut menu is not available on the iPad. (Desktop and laptop computer users can right-click to display the menu for those lists, but there is no equivalent iPad gesture.)
Clear all filter selections other than defaults.
Tap 
Clear on the toolbar.
Return to previous set of filter options.
Tap 
on the analytics toolbar one or more times.
If you use to go
to an earlier view, you can tap 
to return
to a more recent view.
Clear individual selections in a list.
If only one is selected, tap it.
If more than one is selected and you do not want to clear all of them, tap-and-hold (press your finger) on the list until this toolbar displays:
Then tap each item you want to clear, and tap the check mark when done to confirm that you want to clear the items.
For lists with check boxes next to each item, you can just tap each one you want to clear. Tap-and-hold is not necessary.
Select the analysis period using the calendar bars at the top of an analytic tab.
Tap to select one calendar segment (one year, quarter or period/month).
To select multiple within one group (multiple periods, for example), tap-and-hold (press your finger) on the group until this toolbar displays:
Then tap each segment, and tap the check mark when done to confirm your selections.
Add a bookmark.
Tap 
on the toolbar. In the Add Bookmark dialog box, tap fields and
use keypad to make entries. Tap check boxes to select. Tap OK.
Display a bookmarked view.
Tap 
and tap the bookmark on the drop-down list.
Remove a bookmark.
Tap 
on the toolbar, tap the Bookmark
Name field, tap the bookmark on the drop-down list,
tap Remove.
Maximize a table or chart.
Tap 
.
If the table or chart is grouped in a container object with one or more other tables or charts, maximize the whole container object.
You can also pinch out to expand a table or chart by expanding the entire display.
Restore a maximized table or chart to its original size.
Tap 
.
If you expanded by pinching out, pinch in.
Use Fast Change to change chart or table format.
Tap 
in the title bar of the chart or table.
"Lasso" legend items, axis items, or data points to focus a chart.
Tap-and-hold (press your finger) on the chart until the selection area displays:
Use your finger to position the green selection area and to drag the green sizing handle in the corner until the selection area touches the data points or legend items you want to select. Tap the check mark to confirm the selection.
Focus a chart by selecting one bar, pie wedge, or line.
Tap the bar, wedge, or line.
Focus a table by selecting one or more rows.
Tap-and-hold (press your finger) on the table until the green selection area displays:
If necessary, use your finger to drag the selection area onto one of the rows you want to select. Use your finger to drag the edges of the selection area to expand it to include the rows you want to select.
Tap the green check mark to confirm the selection.
Sort a non-pivot table by values in a column.
Press, hold, and release the column label.
Change the sort order for a non-pivot table from ascending to descending, or the reverse.
Press, hold, and release the label for the current sort column.
Expand and collapse data in a pivot table.
Tap 
and 
.
Display hidden charts and tables.
Tap the tab for the chart or table.
Send a chart or table to Microsoft Excel.
Tap 
in the upper-right corner of the chart or table.
Note: The
resulting .XLS file displays on a new Safari tab. If you need
to edit the file in Excel, tap 
on the Safari toolbar and email the tab contents to an email account
that you can access from a computer on which Excel is installed.
Email a link to the currently displayed analytics data.
Tap More on the toolbar, tap Mail with Bookmark as a Link, and complete and send the email message containing the link.
Display all notes attached to the analytics.
(This option is only available if your firm enables the Notes feature.)
Tap 
on the toolbar.
Attach a note to the analytics.
(This option is only available if your firm enables the Notes feature.)
For lists that have
the Menu icon () in the
upper-right corner, tap that icon to open the Notes dialog box.
Because there is no equivalent to the right-click
on an iPad, you cannot display the shortcut menus for charts or
tables, or for lists that do not have the Menu icon ().
As a result, you cannot attach notes directly to those objects.
Share your session with others.
(This option is only available if your firm enables the Session Collaboration feature.)
Tap Share session on the toolbar, and invite those with whom you want to share your session.