Toolbar and Menu Options

As you work with the dashboards, you use options on the main CFO Dashboards toolbar and on shortcut menus for individual dashboards and individual charts and tables to perform basic tasks: filtering the data, interacting with charts and tables, saving views of the dashboards, and so on.

Related Topics

Related Topics:

  • Toolbar Options
    Use the CFO Dashboards toolbar above the dashboards to perform a variety of basic actions.
  • Dashboard Shortcut Menu Options
    If you right-click in any blank area of a dashboard (that is, not on a chart, table, list, or other object), a shortcut menu displays a list of available options. In many cases, these options duplicate options that are available on the main toolbar.
  • Shortcut Menu Options for Charts, Tables, and Lists
    If you right-click in a chart, table, list, or other object, a shortcut menu displays a set of options for interacting with that object. The options on the menu vary depending on the type of object.
Parent Topic: The Basics