Performing Common Tasks with Compound Layouts

You can use compound layouts to assemble multiple views for display on a dashboard.
The views in a compound layout are displayed in separate containers, with
each container featuring a dedicated toolbar.
This section describes several common tasks that you can perform when working with
compound views, including creating, editing, duplicating, and deleting compound
views, among other tasks.

 

How to …

Create a New Compound Layout

When you create a report, Xactly Analytics creates a compound layout, by default,
to display the data (in the Results tab). You can define additional compound layouts,
as required.

1. Click the Results tab. The Results page appears.

2. Click the button (Create Compound Layout). The new compound layout
appears as a new tab in the workspace.

3. Add views to the compound layout, as required.

 

Duplicate a Compound Layout

You can duplicate a compound layout to create a copy of it. Duplicating a compound
layout is useful when you want to make changes to it while preserving the original,
or when you want create a new compound view based on an existing one.

1. Click the Results tab.

2. Click the button (Duplicate Compound Layout). The duplicated layout
appears as a new tab in the workspace.

 

Rename a Compound Layout

1. Click the Results tab.

2. Select the compound layout that you want to rename (by clicking the corresponding
tab).

3. Click the  button (Rename Compound Layout). The Rename Compound Layout
dialog appears.

4. In the Compound Layout Name field, type the new name for the layout.

5. Click the OK button.

 

Edit a View in a Compound Layout

Each view in a compound includes a set of buttons at the top of the view, providing
access to various settings. The following table describes the buttons and settings.

Print a Compound View

1. Click the Results tab.

2. Click the button (Print this analysis), and choose either Printable PDF or Printable
HTML using the drop-down menu.
A new window appears displaying the PDF or HTML report.
note: Adobe Reader 6.0 or higher is required to print using Adobe PDF.

3. Choose File > Print on the browser menu.
Alternatively, for PDFs, use the options available in the Adobe PDF window to save
or print the file.

 

Delete a Compound Layout

1. Click the Results tab.

2. Select the compound layout that you want to delete.

3. Click the   button (Delete Compound Layout).

 

Save a Compound Layout

• Click the button to save the report (and associated compound layouts).
Alternatively, click the  button (Save As) to save and assign a new name to the
report. The Save As dialog appears.

a. In the Folders pane, choose a personal or shared folder in which to save the
report.

When you save a report in one of your personal folders, only you can access it.
When you save it in a shared folder, users with permission to access that folder
can access it too.
Your top-level personal folder is called My Folder. Every user with a unique user
name has a folder called My Folder. This is designed to hold the reports that
you run most often, and other content that you access frequently.

b. In the Name field, type a name for the report.
c. (Optional) In the Description field, type a description for the report.
d. Click OK button.